Anthony J.y. Hui
Investment adviser representative at Wells Fargo Investment Institute, Inc.
10 yearsExperience
1 stateRegistered in
$43BFirm assets
21 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Wells Fargo Investment Institute, Inc.Jul 2024 to now
- Institute for Private CapitalNov 2023 to May 2024
- Unc Department of EconomicsAug 2023 to May 2024
- Wells FargoJun 2023 to Aug 2023
- Unc Department of EconomicsAug 2022 to Dec 2022
- Federal Reserve Bank of RichmondMay 2022 to Aug 2022
- Unc Department of EconomicsJan 2022 to May 2022
- Unc Asian American Center (aac)Aug 2021 to Dec 2021
- Currituck Chamber of CommerceJan 2021 to Aug 2021
- Evan Guthrie Law FirmJan 2021 to Jun 2021
- Unc Chapel HillAug 2020 to May 2024
- Providence High SchoolAug 2016 to Jun 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (NC).
Wells Fargo Investment Institute, Inc.
$43BAssets managed
12,216Clients
52Advisers
21 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
- 7764143
- Firm CRD
- 133204