Morgan Stanley
47yrs
Top advisor by experience in New York
New
Wei Lu
Financial advisor at Truist Advisory Services
Wei Lu is a fiduciary financial advisor in New York, New York, registered since Aug 2026. Wei joined Truist Advisory Services in 2026, a firm offering financial planning, investment management, and selecting outside investment managers. Truist Advisory Services reports being paid through a percentage of assets and flat fees.
One of 15440 advisors with offices in New York, and one of 14018 fiduciaries.
At a glance
ExperienceNew to the profession (since Aug 2026)
How that compares ?New to the profession
Office50 Hudson Yards Floor 71, New York, NY 10001
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$560,278
Advisors at the firm1,970
States licensed ?1 state
Services through Truist Advisory Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersNewsletters and publicationsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Aug 2026 – nowTruist Advisory Services, Inc.Current firm
Questions to ask Wei
Tailored to Wei’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- 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 Truist Advisory Services at (800) 874-4770 and ask for Wei Lu. Wei works from the New York, NY office.
How long has Wei been a financial advisor?
Wei is new to the profession, registered since Aug 2026, and holds 1 license.
What licenses does Wei hold?
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?
Truist Advisory Services reports being paid by a percentage of the assets they manage, flat or fixed 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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