Ailun Wang
Investment adviser representative at Wells Fargo Advisors
12 yearsExperience
1 stateRegistered in
$671.4BFirm assets
36 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Wells Fargo Bank, NADec 2023 to now
- Wells Fargo Clearing Services, LLCDec 2023 to now
- Chun Yang Enterprise LLCJun 2023 to now
- Jay Street Chun Yang Tea Inc.Jun 2023 to now
- Wang's BrotherJun 2023 to now
- Si Chun Yang Tea Inc.Feb 2021 to now
- Brooklyn Chun Yang Tea IncJan 2021 to now
- Flushing Chun Yang Tea, Inc.Apr 2019 to now
- Chun Yang Tea New York LLCJul 2018 to now
- CitibankMar 2014 to Oct 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (NY).
Wells Fargo Advisors
Legal name: Wells Fargo Clearing Services, LLC
$671.4BAssets managed
1,324,168Clients
14,661Advisers
36 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
- 6566636
- Firm CRD
- 19616