This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

STRATEGIC ADVISERS LLC

Current firm class

national broker-dealer RIAderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Aug 1, 2012earliest registration or exam on IAPD

Years in industry

14derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

2

Designations

Certified Financial Planner|Chartered Financial Analyst

Exams

S63|S65

First exam

Nov 8, 2018

First registration

Jan 9, 2019

Dual registered

yes, broker-dealer

Other names

Lloyd Wei

IAPD individual key

7057862

• Occurred

  Aug 13, 2024
  Advisor changed firm

  Mengran Wei left Sunstone Advisors, Llc for Fidelity Personal And Workplace Advisors (registered 2024-08-14)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f253401f-2c0a-1e9c-374b-3121a3bcf34e

First observed

Jan 9, 2019

Last observed

Sep 15, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.