Hui Yao Kelly Lin
Legacy Edge Advisors · New York, New York
Hui Yao Kelly Lin is a fee-only financial advisor at Legacy Edge Advisors in New York, New York. Legacy Edge Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Legacy Edge Advisors |
|---|---|
| Based in | New York, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.23B across 532 accounts |
| SEC registration | Investment adviser representative in NY · CRD 3128623 |
| Exams passed | Series 63 (1999) · Series 65 (2007) |
| Firm size | 18 employees |
| Disclosures | None reported |
How Hui Yao Kelly's firm compares
- Legacy Edge Advisors's average account is about $2.3 million, from its Form ADV (assets managed divided by 532 accounts).
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Questions about Hui Yao Kelly
Is Hui Yao Kelly Lin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Hui Yao Kelly holds no broker registration, and Legacy Edge Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Hui Yao Kelly charge for financial advice?
Hui Yao Kelly's firm, Legacy Edge Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Hui Yao Kelly Lin based?
Hui Yao Kelly Lin is based in New York, New York.
Is Hui Yao Kelly Lin registered with the SEC?
Yes. Hui Yao Kelly Lin is registered as an investment adviser representative in NY (CRD 3128623), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Legacy Edge Advisors manage?
Legacy Edge Advisors reports $1.23B across 532 accounts in assets under management.
How do I contact Hui Yao Kelly Lin?
Contact details aren't on file yet. Search for Legacy Edge Advisors.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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