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Vincent Wei

Strategic Advisers LLC

Burbank, CA

Van Nuys, CA

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

2900 W. Alameda Ave Ste 150, Burbank, CA 91505-4241 • United States

Van Nuys, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
East West Bank Monterey Park CA 09/2015 12/2016
Cit Bank Hacienda Heights CA 12/2016 04/2020
Fidelity Brokerage Services Llc Los Angeles CA 04/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2015 → 12/2016
    East West Bank
    Monterey Park, CA
  • 12/2016 → 04/2020
    Cit Bank
    Hacienda Heights, CA
  • 04/2020 → Present
    Fidelity Brokerage Services Llc
    Los Angeles, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-09-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Los Angeles, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-07-30
S63 Uniform Securities Agent State Law Examination 2020-09-01
  • S66 Uniform Combined State Law Examination
    2021-07-30
  • S63 Uniform Securities Agent State Law Examination
    2020-09-01

View on SEC IAPD

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ANAHID DANA LUKE
MARIA ISABEL THORNE
Erin M. Cottom
Nicholas Mays
ROBERT GEORGE CHIRANIAN
Roberto Antonio Garcia Leon
DANIEL BRYAN ALDRICH

Other Offices

CETERA INVESTMENT ADVISERS LLC · BURBANK, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Burbank, CA
J.P. MORGAN SECURITIES LLC · BURBANK, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · Burbank, CA
LPL FINANCIAL LLC · BURBANK, CA
LPL FINANCIAL LLC · BURBANK, CA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Burbank, CA
J.P. MORGAN SECURITIES LLC · NORTH HOLLYWOOD, CA

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