Fei Yi Wang
Investment adviser representative at Cetera Investment Advisers LLC
5 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
5 years in the industry.
- Cetera Investment Advisers LLCDec 2021 to now
- Cetera Investment Services LLCDec 2021 to now
- Regions BankDec 2021 to now
- PNC InvestmentsAug 2021 to Nov 2021
- Bbva Wealth Solutions, Inc.Apr 2018 to Aug 2021
- Bbva Compass Insurance Agency IncFeb 2018 to Aug 2021
- Bbva Securities IncFeb 2018 to Aug 2021
- Compass BankFeb 2018 to Aug 2021
- MarketsourceDec 2017 to Apr 2018
- UnemployedOct 2016 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 5899211
- Firm CRD
- 105644