Lu wei Huang
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
13 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 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.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2026 to now
- PaysafeOct 2025 to Apr 2026
- Athena SecurityJun 2025 to Jul 2025
- Pax Technology Inc.Oct 2022 to May 2025
- LennarSep 2020 to Oct 2022
- Dj and Lindsey TeamJul 2020 to Sep 2020
- Tom Bush BmwAug 2019 to Jun 2020
- Capital EurocarsMay 2017 to Jun 2019
- Florida State UniversityAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Merrill Lynch, Pierce, Fenner & Smith Incorporated
$1.8TAssets managed
1,838,984Clients
25,558Advisers
47 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
- 8261125
- Firm CRD
- 7691