Stifel, Nicolaus & Company
47yrs
Top 1% by experience in Houston
11yrs
Wei Wei
Financial advisor at Eagle Strategies
Wei Wei has worked in the financial industry for 11 years and is a financial advisor based in Houston, Texas. Wei has been with Eagle Strategies since 2022. Wei holds the CFA designation.
At a glance
Experience11 years (since 2015)
How that compares ?11 years in the industry
Office11 Greenway Plaza Suite 1458, Houston, TX 77046
FirmEagle Strategies
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$235,446
Advisors at the firm2,501
States licensed ?1 state
Services through Eagle Strategies
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2022 – nowEagle Strategies LLCCurrent firm
Contact Wei
(888) 695-3245Firm headquarters in New York, NY. Ask for Wei. 11 Greenway Plaza Suite 1458Houston, TX 77046Office · Get directions Firm websiteHTTP://WWW.EAGLESTRATEGIES.COM
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Questions to ask Wei
Tailored to Wei’s registration and firm.
- 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 Eagle Strategies at (888) 695-3245 and ask for Wei Wei. Wei works from the Houston, TX office.
How long has Wei been a financial advisor?
Wei has been in the industry since 2015, about 11 years. 11 years in the industry.
What licenses does Wei hold?
Series 63. Tap any license on this page to see what it allows.
Is Wei a fiduciary?
Wei is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Wei paid?
Eagle Strategies reports being paid by a percentage of the assets they manage, hourly fees, 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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