Morgan Stanley
47yrs
Top advisor by experience in Syracuse
16yrs
Ping Lin
Financial advisor at Citizens Securities
Ping Lin is a fiduciary financial advisor in Syracuse, New York, with 16 years in the industry. After three years at Charles Schwab & CO. and five years at HSBC Securities (usa), Ping joined Citizens Securities in 2024, a firm offering financial planning, investment management, and selecting outside investment managers. Ping holds the CFP® designation.
One of 501 advisors with offices in Syracuse, and one of 420 fiduciaries.
At a glance
Experience16 years (since 2010)
How that compares ?More experience than 60% of advisors at Citizens Securities
OfficeOne Lincoln Center 110 W Fayette St. Suite 1230, Ms: *Nys100, Syracuse, NY 13202
How the firm is paid ?Percent of assets
Typical client at the firm ?$208,871
Advisors at the firm783
States licensed ?1 state
Services through Citizens Securities
Financial planningInvestment management for individuals and small businessesChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – nowCitizens Securities, Inc.Current firm
- 2021 – 2024Charles Schwab & CO., Inc.Previously
- 2016 – 2021HSBC Securities (usa) Inc.Previously
Contact Ping
One Lincoln Center 110 W Fayette St. Suite 1230, Ms: *Nys100Syracuse, NY 13202Office · Get directions Firm main line(800) 942-8300Headquarters: Citizens Securities · Johnston, RI Facebook pageCitizens Securities
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Questions to ask Ping
Tailored to Ping’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Ping
How do I contact Ping?
Call Citizens Securities at (800) 942-8300 and ask for Ping Lin. Ping works from the Syracuse, NY office.
How long has Ping been a financial advisor?
Ping has been in the industry since 2010, about 16 years. More experience than 60% of advisors at Citizens Securities.
What licenses does Ping hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Ping a fiduciary?
Ping is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ping paid?
Citizens Securities reports being paid by a percentage of the assets they manage. Ask Ping for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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