Zonia Lei

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 08/2008 → 04/2021
  Wells Fargo Bank
  San Francisco, CA
• 01/2011 → 04/2021
  Wells Fargo Advisors Llc
  San Francisco, CA
• 11/2016 → 04/2021
  Wells Fargo Clearing Services, Llc
  San Francisco, CA
• 04/2021 → 03/2023
  Morgan Stanley
  San Francisco, CA
• 03/2023 → 05/2025
  Fidelity Investments
  Larkspur, CA
• 03/2025 → 05/2025
  Fidelity Investments
  Boston, MA
• 06/2025 → Present
  Lpl Financial
  Dublin, CA
• 06/2025 → Present
  Patelco Credit Union
  Dublin, CA

Previous Registrations

• 2025-03-31 → 2025-05-20
  Strategic Advisers Llc
  San Rafael, CA
  San Francisco, CA
  Larkspur, CA
  Boston, MA
• 2023-10-05 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Larkspur, CA
• 2021-05-12 → 2023-04-11
  Morgan Stanley
  San Francisco, CA
• 2011-01-03 → 2021-04-21
  Wells Fargo Clearing Services, Llc
  San Francisco, CA
  San Francisco, CA
  San Francisco, CA
  San Francisco, CA
  San Francisco, CA
  San Francisco, CA
  San Francisco, CA
  San Francisco, CA
  San Francisco, CA
• 2009-01-13 → 2011-01-03
  Wells Fargo Investments, Llc
  San Francisco, CA

Other Businesses

1) 05/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Patelco Financial Solutions/ Inv Related / At reported business location (s)

Exams

• S66 Uniform Combined State Law Examination
  2009-01-12

Other Names

• Zonia J Lei
• Zonia J. Lei
• Zonia Lei