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Mengran Wei

Strategic Advisers LLC

Mission Viejo, CA

Irvine, 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

27101 Puerta Real Ste 160, Mission Viejo, CA 92691-8536 • United States

Irvine, 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
Sunstone Trust Company Irvine CA 07/2021 04/2023
Nanjing Trillion Real Estate Nanjing 08/2012 06/2017
Carofin, Llc Brevard NC 10/2023 07/2024
Outclick Media Irvine CA 06/2017 07/2018
Sunstone Management Irvine CA 07/2018 07/2021
Susntone Advisors, Llc Irvine CA 04/2023 07/2024
Elite Advisors, Llc Irvine CA 01/2019 12/2020
Sunstone Management Inc. Irvine CA 04/2023 07/2024
Fidelity Investments Mission Viejo CA 07/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2021 → 04/2023
    Sunstone Trust Company
    Irvine, CA
  • 08/2012 → 06/2017
    Nanjing Trillion Real Estate
    Nanjing
  • 10/2023 → 07/2024
    Carofin, Llc
    Brevard, NC
  • 06/2017 → 07/2018
    Outclick Media
    Irvine, CA
  • 07/2018 → 07/2021
    Sunstone Management
    Irvine, CA
  • 04/2023 → 07/2024
    Susntone Advisors, Llc
    Irvine, CA
  • 01/2019 → 12/2020
    Elite Advisors, Llc
    Irvine, CA
  • 04/2023 → 07/2024
    Sunstone Management Inc.
    Irvine, CA
  • 07/2024 → Present
    Fidelity Investments
    Mission Viejo, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-08-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Mission Viejo, CA
  • 2023-05-23 → 2024-08-13
    Sunstone Advisors, Llc
    Irvine, CA
  • 2019-01-09 → 2020-12-31
    Elite Advisors, Llc
    Irvine, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-04-12
S65 Uniform Investment Adviser Law Examination 2018-11-08
  • S63 Uniform Securities Agent State Law Examination
    2023-04-12
  • S65 Uniform Investment Adviser Law Examination
    2018-11-08
Designations
Other Names
  • Lloyd Wei

View on SEC IAPD

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Other Offices

EDWARD JONES · MISSION VIEJO, CA
J.P. MORGAN SECURITIES LLC · MISSION VIEJO, CA
WELLS FARGO CLEARING SERVICES, LLC · MISSION VIEJO, CA
PFS INVESTMENTS INC. · MISSION VIEJO, CA
CETERA INVESTMENT ADVISERS LLC · MISSION VIEJO, CA
PFS INVESTMENTS INC. · MISSION VIEJO, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · MISSION VIEJO, CA
J.P. MORGAN SECURITIES LLC · MISSION VIEJO, CA

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