Yuying Lei
Investment adviser representative at Wells Fargo Advisors
10 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
10 years in the industry.
- Wells Fargo Bank, NAAug 2025 to now
- Wells Fargo Clearing Services, LLCAug 2025 to now
- J.P. Morgan Securities LLCJun 2024 to Aug 2025
- JPMorgan Chase Bank, N.A.Jun 2024 to Aug 2025
- Wells Fargo Bank. N.A.May 2022 to May 2024
- Wells Fargo Clearing Services, LLCMay 2022 to May 2024
- Cathay BankFeb 2022 to May 2022
- HSBC Securities (USA) Inc.Feb 2021 to Feb 2022
- HSBC Bank USA, N.A.Jun 2019 to Feb 2022
- UnemployedNov 2017 to May 2019
- On Fourth Caf�Mar 2016 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7199120
- Firm CRD
- 19616