Shuwei Ouyang
Investment adviser representative at Cetera Investment Advisers LLC
12 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Cetera Investment Advisers LLCApr 2025 to now
- Cetera Investment Services LLCApr 2025 to now
- East West BankApr 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2019 to Mar 2025
- Bank of America, N.A.Feb 2019 to Aug 2023
- Charles Schwab & Co., Inc.Nov 2015 to Jan 2019
- Charles Schwab BankJul 2014 to Jan 2019
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (CA).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5458347
- Firm CRD
- 105644