Morgan Stanley
47yrs
Top advisor by experience in New York
5yrs
Andy Lin
Financial advisor at Hightower Advisors
Based in New York, New York, Andy Lin is a fiduciary financial advisor with 5 years of industry experience. Andy has been with Hightower Advisors since 2022. Hightower Advisors offers financial planning, investment management, and private fund management and is paid through a percentage of assets, hourly fees, and flat fees.
One of 15440 advisors with offices in New York, and one of 14018 fiduciaries.
At a glance
Experience5 years (since 2022)
How that compares ?5 years in the industry
Office300 Madison Avenue 29th Floor, New York, NY 10017
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$2.85 million
Advisors at the firm1,039
States licensed ?1 state
Services through Hightower Advisors
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2022 – nowHightower Advisors, LLCCurrent firm
Contact Andy
Local office(212) 679-2100Ask for Andy. (312) 962-3800Main office · Chicago, IL 300 Madison Avenue 29th FloorNew York, NY 10017Office · Get directions Firm websiteshaffer.hightoweradvisors.com
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Questions to ask Andy
Tailored to Andy’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
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About Andy
How do I contact Andy?
Call Andy’s local office at (212) 679-2100 or the Hightower Advisors main office at (312) 962-3800, and ask for Andy Lin.
How long has Andy been a financial advisor?
Andy has been in the industry since 2022, about 5 years. 5 years in the industry.
What licenses does Andy hold?
Series 66. Tap any license on this page to see what it allows.
Is Andy a fiduciary?
Andy is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Andy paid?
Hightower Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Andy 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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