Mengying Huang
Investment adviser representative at Cetera Investment Advisers LLC
10 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
10 years in the industry.
- Cetera Investment Advisers LLCSep 2026 to now
- Cetera Investment Services LLCAug 2026 to now
- East West BankAug 2026 to now
- N/aSep 2025 to Jul 2026
- H�stensDec 2024 to Aug 2025
- N/aMar 2024 to Nov 2024
- Charles SchwabJan 2022 to Feb 2024
- TD AmeritradeApr 2017 to Feb 2024
- TD AmeritrdeJul 2016 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
- Series 65 · Uniform Investment Adviser Law2026
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
- 6688880
- Firm CRD
- 105644