Unclaimed Profile

Justina Tse-En Lai

WETHERBY ASSET MANAGEMENT LLC·SAN FRANCISCO, California

Series 65Clean record12 years registeredWETHERBY ASSET MANAGEMENT LLC

580 CALIFORNIA ST., SAN FRANCISCO, CA 94104CRD# 6250834Firm CRD# 107341

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Justina Tse-En Lai · SAN FRANCISCO, CA

Registration

CRD #6250834 · WETHERBY ASSET MANAGEMENT LLC · 12 years registered

Brand Profile

Not yet started

Career History

LNW

Sep 2015 – present

SONEN CAPITAL LLC

Sep 2013 – Jan 2016

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · September 18, 2013

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LAIRD NORTON WETHERBY WEALTH MANAGEMENT, LLC

CRD 107341 · SEC 801-36445

AUM

$7.3B

Regulatory assets under management

Employees

3,828 client accounts

Services offered by LAIRD NORTON WETHERBY WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at LAIRD NORTON WETHERBY WEALTH MANAGEMENT, LLC →

Introduction

Speak with Justina

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Justina is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SAN FRANCISCO?

Browse all registered financial advisors in SAN FRANCISCO, California or claim this profile if it's yours.

Browse SAN FRANCISCO Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Justina Tse-En Lai offer?

Justina Tse-En Lai specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in SAN FRANCISCO, California for a consultation.

What are Justina Tse-En Lai's credentials?

Justina Tse-En Lai is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Justina Tse-En Lai located?

Justina Tse-En Lai is based in SAN FRANCISCO, California, working with WETHERBY ASSET MANAGEMENT LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does Justina Tse-En Lai charge for services?

Justina Tse-En Lai's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WETHERBY ASSET MANAGEMENT LLC?

WETHERBY ASSET MANAGEMENT LLC has approximately 87 employees and manages $7.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →