Xinyue Ge has been an investment adviser representative at Fiduciary Capital Management since June 2026, and is not listed among the firm’s executive officers or direct owners.
Fiduciary Capital Management LLC is a Cheyenne, WY firm with $150M under management, 74 clients and 10 advisers in one office, as of its September 2026 filing.
Xinyue Ge’s longest registration was 1 year at Wells Fargo Advisors, LLC (2014–2015). Before joining Fiduciary Capital Management in 2026, Xinyue Ge was registered through Lloyd Park, LLC and Wells Fargo Advisors, LLC.
- – present · under a yearChciago, IL · Adviser representative · Firm CRD 340618
- Lloyd Park, LLC– · 1 yearEvanston, IL · Adviser representative · Firm CRD 174032
- Wells Fargo Advisors, LLC– · 1 yearLas Vegas, NV · Adviser representative · Firm CRD 19616
Investment adviser representative registrations
Xinyue Ge is registered as an investment adviser representative in Illinois, since June 2026.
- IllinoisSince 2 June 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 21 November 2016 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 6 January 2014 |
| Series 7 | General Securities Representative Examination | 25 November 2013 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 6238613
- Firm
- Fiduciary Capital Management · CRD 340618
- Office
- Chciago, IL
- Registration
- Investment adviser registration
- In the industry since
- March 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Xinyue Ge work?
Xinyue Ge is an investment adviser representative registered through Fiduciary Capital Management LLC since June 2026, and is not listed among the firm’s executive officers or direct owners.
Is Xinyue Ge a financial advisor?
Yes. Xinyue Ge has a current investment-adviser registration in Illinois, through Fiduciary Capital Management since June 2026.
How many years of experience does Xinyue Ge have?
Xinyue Ge has 2 years in the financial industry, since March 2024, across 3 adviser firms.
What exams has Xinyue Ge passed?
Xinyue Ge has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in November 2013. FINRA credited Xinyue Ge with the SIE, which began in October 2018.
Where did Xinyue Ge work before Fiduciary Capital Management?
Before Fiduciary Capital Management, Xinyue Ge was registered through Lloyd Park, LLC, November 2016 to December 2017; Wells Fargo Advisors, LLC, October 2014 to December 2015.
Where is Xinyue Ge based?
Xinyue Ge’s registered office is in Chciago, IL.
Is Xinyue Ge registered with FINRA?
No. Xinyue Ge has no current broker registration.
How can I verify Xinyue Ge’s record?
Search CRD 6238613 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Xinyue Ge’s full registration record.