Shuwei Ouyang
Shuwei Ouyang is a registered investment advisor at Cetera Investment Advisers LLC, based in San Mateo, CA, with 16 years of industry experience. Shuwei operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
27 East Fourth Ave, San Mateo, CA, 94401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Shuwei owns multiple rental properties. This activity is not investment-related.
Employment History
Current Registrations
Cetera Investment Services LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
State Registrations2 states
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