Mengran Wei
STRATEGIC ADVISERS LLC
IRVINE, CA
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CRD#: 7057862
Professional summary
Mengran Wei, CFP®, who also goes by Lloyd Wei, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Irvine, California and FIDELITY BROKERAGE SERVICES LLC located in Mission Viejo, California.
Mengran is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Mengran has worked at 6 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Lloyd Wei
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) Sunstone Management Inc.; investment-related; Irvine, CA; Private Equity; Vice President; since 4/2023; 198 hrs/mo; 110 hrs/mo; duties: conducting meeting, participating events, providing insight on difference financial products & analysis on current market condition or certain industry. (2) Sunstone Advisors, LLC. Investment-related, 18881 Von Karman Avenue, Suite 500. Irvine, CA 92612. Investment Advisor. Title is Senior Investment Advisor. Start date April , 2023. Approximately 176 hours per month with 110 hours per month during trading hours. I am an Investment Advisor Representative.
CRS (Client Relationship Summary) - RIA
Click below to view Mengran Wei's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2019
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 27101 Puerta Real Ste 160, Mission Viejo, CA 92691RIA
CRD#: 104555
IRVINE, CA
Current
August 12, 2024 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 27101 Puerta Real Ste 160, Mission Viejo, CA 92691BD
CRD#: 7784
Mission Viejo, CA
Past
August 14, 2024 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
MISSION VIEJO, CA
Past
October 31, 2023 - July 29, 2024
CAROFIN, LLC
BD
CRD#: 298717
Irvine, CA
Past
May 23, 2023 - August 13, 2024
SUNSTONE ADVISORS, LLC
RIA
CRD#: 324002
IRVINE, CA
Past
January 9, 2019 - December 31, 2020
ELITE ADVISORS, LLC
RIA
CRD#: 282117
LONG BEACH, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(2/18/2025)
RR
Arizona(8/14/2025)
RR
Arkansas(7/11/2025)
RR
California(8/12/2024)
IAR
California(3/31/2025)
RR
District of Columbia(9/3/2025)
RR
Maryland(5/28/2025)
RR
Minnesota(9/3/2025)
RR
Missouri(6/27/2025)
RR
Montana(2/19/2025)
RR
Nevada(3/7/2025)
RR
North Carolina(9/3/2025)
RR
Texas(1/4/2025)
IAR
Texas(3/31/2025)
RR
Washington(2/17/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 10/31/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
