Margy Lin
Halcyon Investment Advisor · Los Angeles, California
Margy Lin is a fee-only financial advisor at Halcyon Investment Advisor in Los Angeles, California. Halcyon Investment Advisor reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
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Facts
| Firm | Halcyon Investment Advisor |
|---|---|
| Based in | Los Angeles, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Assets under management | $49.7M across 73 accounts |
| SEC registration | Investment adviser representative in CA · CRD 7508959 |
| Exams passed | Series 65 (2022) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | halcyonria.com |
How Margy's firm compares
- Halcyon Investment Advisor's average account is about $681,000, from its Form ADV (assets managed divided by 73 accounts).
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Questions about Margy
Is Margy Lin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Margy holds no broker registration, and Halcyon Investment Advisor reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Margy charge for financial advice?
Margy's firm, Halcyon Investment Advisor, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is Margy Lin based?
Margy Lin is based in Los Angeles, California.
Is Margy Lin registered with the SEC?
Yes. Margy Lin is registered as an investment adviser representative in CA (CRD 7508959), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Halcyon Investment Advisor manage?
Halcyon Investment Advisor reports $49.7M across 73 accounts in assets under management.
How do I contact Margy Lin?
Through Margy's website, halcyonria.com.
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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