Stifel, Nicolaus & Company
47yrs
Top 1% by experience in Reno
23yrs
Wei Ye
Financial advisor at Caskwise Capital
Based in Reno, Nevada, Wei Ye is a fiduciary financial advisor with 23 years of industry experience. Wei has been with Caskwise Capital since 2026; before that, Wei spent six years at Fidelity Personal and Workplace Advisors and less than a year at Strategic Advisers. Wei holds the CFP® designation.
One of 644 advisors with offices in Reno, and one of 606 fiduciaries.
At a glance
Experience23 years (since 2004)
How that compares ?More experience than 67% of advisors nationwide
OfficeReno, NV
FirmCaskwise Capital
How the firm is paid ?Percent of assets, Flat fee, Other
States licensed ?1 state
Services through Caskwise Capital
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jun 2026 – nowCaskwise Capital Inc.Current firm
- 2018 – 2024Fidelity Personal and Workplace AdvisorsPreviously
- Mar 2018 – Jul 2018Strategic Advisers LLCPreviously
- May 2016 – Nov 2017J.P. Morgan Securities LLCPreviously
- Mar 2014 – Nov 2015Pruco Securities, LLC.Previously
Contact Wei
(510) 520-5539Caskwise Capital main office Reno, NVOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Wei
Tailored to Wei’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Wei
How do I contact Wei?
Call Caskwise Capital at (510) 520-5539 and ask for Wei Ye. Wei works from the Reno, NV office.
How long has Wei been a financial advisor?
Wei has been in the industry since 2004, about 23 years. More experience than 67% of advisors nationwide.
What licenses does Wei hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Wei a fiduciary?
Wei is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Wei paid?
Caskwise Capital reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Wei for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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