Wei Ye

Employer firm

Caskwise Capital Inc CRD 338889

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2018 → 07/2018
  Strategic Advisers Llc
  Palo Alto, CA
• 07/2025 → Present
  Caskwise Capital Inc
  Reno, NV
• 05/2026 → Present
  Caskwise Capital Inc.
  Reno, NV
• 04/2024 → 06/2025
  Unemployed
  Reno, NV
• 05/2016 → 11/2017
  J.P. Morgan Securities Llc
  San Francisco, CA
• 11/2017 → 03/2024
  Fidelity Brokerage Services Llc
  San Francisco, CA
• 07/2018 → 03/2024
  Fidelity Personal And Workplace Advisors
  Boston, MA

Previous Registrations

• 2018-07-13 → 2024-03-06
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2018-03-13 → 2018-07-13
  Strategic Advisers Llc
  San Francisco, CA
  Palo Alto, CA
• 2016-05-06 → 2017-11-24
  J.P. Morgan Securities Llc
  San Francisco, CA
• 2014-03-14 → 2015-11-25
  Pruco Securities, Llc.
  Walnut Creek, CA
  Lake Oswego, OR

Exams

• S66 Uniform Combined State Law Examination
  2013-11-25
• S63 Uniform Securities Agent State Law Examination
  2004-04-03

Designations

• Certified Financial Planner

Other Names

• Rebecca Ye