Wei Lu

Financial advisor at Truist Advisory Services, Inc. · New York, NY

Last updated 2026-10-10

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Wei Lu is a financial advisor at Truist Advisory Services, Inc. in New York, NY, CRD 5869319. Licenses and exams on the registration: Series 66. IAPD registration began 2026-08-22.

Registration

CRD number
5869319
Registration status
Active
IAPD registration
2026-08-22
Industry Experience
0 years
Work Experience
16 years
States registered
NY

Licenses and exams

  • Series 66

Work history

  • 2023-10 to 2025-09 · UBS Securities LLC · New York, NY
  • 2025-09 to 2026-07 · Truist Securities, Inc. · New York, NY
  • 2010-10 to 2023-09 · Credit Suisse Securities (USA), LLC · New York, NY
  • 2026-07 to Present · Truist Investment Services, Inc · New York, NY
  • 2026-07 to Present · Truist Advisoery Services, Inc · New York, NY

Current employment

SEC IAPD record for Wei Lu

Truist Advisory Services, Inc.

Regulatory AUM
$77,391,727,185
Registered advisors
1,972
Offices
923
Clients per advisor
65.6 (Moderate)
Average AUM per client
$598.5K (Low)
High-net-worth client ratio
25.2% (Moderate)

Truist Advisory Services, Inc.: advisors, services and reported ETF investments

About

Wei Lu is a financial advisor at Truist Advisory Services, Inc. in New York, NY. Reported securities licenses include Series 66. The latest record indicates less than 1 year of industry experience and 16 years of reported work history.

Truist Advisory Services, Inc.'s firm-level Form ADV reports 1,972 advisors across 923 offices; approximately 65.6 clients per advisor, average assets per client of $598,512, and regulatory AUM of $77.4B; client categories including Individuals (non-HNW), High net worth individuals, Banking or thrift institutions, Pension and profit-sharing plans, Charitable organizations, and State or municipal government entities; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Selection of Other Advisers, and Publication of Periodicals or Newsletters.

What this firm offers

Filed by Truist Advisory Services, Inc. on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Selection of Other Advisers
  • Publication of Periodicals or Newsletters
  • Other Advisory Service

Fee options

  • Percentage of Assets Under Management
  • Fixed Fees (Other Than Subscription)

Business and affiliations

  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Registered Security-Based Swap Dealer
  • Banking or Thrift Institution
  • Trust Company
  • Insurance Company or Agency
  • Sponsor or GP of Pooled Investment Vehicl

Location

50 Hudson Yards, New York, NY 10001

21 advisors at this office.

Truist Advisory Services office in New York, NY

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

Are you Wei Lu?

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