Wenyong Hu

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

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

Current Employers

Employment History

• 09/2015 → 03/2022
  Wells Fargo Bank Na
  Rosemead, CA
• 04/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Monterey Park, CA
• 05/2022 → Present
  Bank Of America, N.A.
  Monterey Park, CA

Previous Registrations

• 2021-11-17 → 2022-03-24
  Wells Fargo Clearing Services, Llc
  Rosemead, CA
  Pasadena, CA

Other Businesses

I*: 2178293 Type of Entity: Rental Property Name of OBA: Rental Property 1 INVT RELATED Address: MORENO VALLEY, CA, 100% OWNERSHIP START DATE 6/21/2021 Hours devoted: 0 HRS PER MONTH HRS DURING TRADING: 0 Duties: OWNER OF RENTAL PROPERTY I*5015269, Entity Type: , Name of OBA: Rental Property - 20-Jul-26 - 1, Address: south el monte, California, 91733, Investment Related: N, Position, Title, Association: Co-owner with other family members, Employee Start Date: 08/01/2026, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties:

Exams

• S66 Uniform Combined State Law Examination
  2021-11-17
• S63 Uniform Securities Agent State Law Examination
  2017-09-08

Other Names

• Yong Wen Hu
• Wen Yong Hu