Weifen Cheng is a CFP-designated registered investment advisor at Morgan Stanley, based in San Mateo, CA, with 25 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
411 Borel Avenue, Suite 220, San Mateo, CA, 94402
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Weifen is a sole proprietor/owner of a real estate business in San Mateo, California, since June 2024. This investment-related activity occurs primarily during business hours.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Countrywide Investment Services, INC.
Countrywide Investment Services, INC.Broker
Citicorp Investment Services
Citicorp Investment ServicesBroker
Banc of America Investment Services, INC.Broker
Citicorp Investment ServicesBroker
State Registrations16 states
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