Mengran Wei
Investment adviser representative at Strategic Advisers LLC
14 yearsExperience
2 statesRegistered in
CFP® certification, CFADesignations
$1.4TFirm assets
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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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
14 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJul 2024 to now
- Carofin, LLCOct 2023 to Jul 2024
- Sunstone Management Inc.Apr 2023 to Jul 2024
- Susntone Advisors, LLCApr 2023 to Jul 2024
- Sunstone Trust CompanyJul 2021 to Apr 2023
- Elite Advisors, LLCJan 2019 to Dec 2020
- Sunstone ManagementJul 2018 to Jul 2021
- Outclick MediaJun 2017 to Jul 2018
- Nanjing Trillion Real EstateAug 2012 to Jun 2017
Designations
- CFP® certification
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 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
- 7057862
- Firm CRD
- 104555