Wei Lu

Truist Advisory Services, Inc.

CRD 5869319

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Employer firm

Truist Advisory Services, Inc. CRD 283390

$77.4B regulatory AUM 509 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Selection of other advisers
Periodicals / newsletters
WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE

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

Current Employers

Truist Advisory Services, Inc.

303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2026-08-22

NY RA
APPROVED

Since 2026-08-22

Branch Locations

50 Yark Yards, New Yorl, NY 10001 • 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

Organization	City	State	From	To
Ubs Securities Llc	New York	NY	10/2023	09/2025
Truist Securities, Inc.	New York	NY	09/2025	07/2026
Credit Suisse Securities (Usa), Llc	New York	NY	10/2010	09/2023
Truist Investment Services, Inc	New York	NY	07/2026	Present
Truist Advisoery Services, Inc	New York	NY	07/2026	Present

10/2023 → 09/2025

Ubs Securities Llc

New York, NY
09/2025 → 07/2026

Truist Securities, Inc.

New York, NY
10/2010 → 09/2023

Credit Suisse Securities (Usa), Llc

New York, NY
07/2026 → Present

Truist Investment Services, Inc

New York, NY
07/2026 → Present

Truist Advisoery Services, Inc

New York, NY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-08-22

S66 Uniform Combined State Law Examination

2026-08-22

View on SEC IAPD

More in New Yorl, NY

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