Wei Lu
Investment adviser representative at Truist Advisory Services, Inc.
16 yearsExperience
1 stateRegistered in
$77.4BFirm assets
10 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Truist Advisory Services, Inc.Aug 2026 to now
- Truist Advisoery Services, IncJul 2026 to now
- Truist Investment Services, IncJul 2026 to now
- Truist Securities, Inc.Sep 2025 to Jul 2026
- UBS Securities LLCOct 2023 to Sep 2025
- Credit Suisse Securities (USA), LLCOct 2010 to Sep 2023
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NY).
Truist Advisory Services, Inc.
$77.4BAssets managed
129,307Clients
1,969Advisers
10 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
- 5869319
- Firm CRD
- 283390