Fei Yi Wang

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 02/2018 → 08/2021
  Bbva Securities Inc
  Bellaire, TX
• 02/2018 → 08/2021
  Compass Bank
  Birmingham, AL
• 02/2018 → 08/2021
  Bbva Compass Insurance Agency Inc
  Austin, TX
• 12/2017 → 04/2018
  Marketsource
  Houston, TX
• 10/2016 → 12/2017
  Unemployed
  Albuquerque, NM
• 04/2011 → 10/2016
  Wells Fargo Advisors
  Rio Rancho, NM
• 04/2018 → 08/2021
  Bbva Wealth Solutions, Inc.
  Bellaire, TX
• 08/2021 → 11/2021
  Pnc Investments
  Houston, TX
• 12/2021 → Present
  Regions Bank
  Sugar Land, TX
• 12/2021 → Present
  Cetera Investment Advisers Llc
  Sugar Land, TX
• 12/2021 → Present
  Cetera Investment Services Llc
  Saint Cloud, MN

Previous Registrations

• 2021-08-19 → 2021-12-15
  Pnc Wealth Management Llc
  Houston, TX
  Bellaire, TX
  Houston, TX
  Houston, TX
• 2018-04-12 → 2021-08-17
  Pnc Managed Account Solutions, Inc.
  Houston, TX
  Houston, TX
  Bellaire, TX
• 2012-04-26 → 2016-11-18
  Wells Fargo Clearing Services, Llc
  Rio Rancho, NM
  El Paso, TX
  Albuquerque, NM
  Albuquerque, NM
  Albuquerque, NM
  Tucson, AZ
  Albuquerque, NM
  Rio Rancho, NM
  Tucson, AZ
  Albuquerque, NM
  Bernalillo, NM
  Albuquerque, NM
  El Paso, TX

Other Businesses

OWNER OF RENTAL PROPERTIES

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-04-23
• S63 Uniform Securities Agent State Law Examination
  2011-05-06

Other Names

• Fei Wang
• Fei Yi Wang
• Fei Y Wang