LB
LB

Lei Bely-Cheng

6 Years of Experience
North Bergen, NJ
Broker

Lei Bely-Cheng is a registered investment advisor at Morgan Stanley, based in North Bergen, NJ, with 6 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

North Bergen, NJ

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Lei owns rental properties through Branford Warehouse 9 LLC and Undercliff 8 LLC. Lei also advises VCV Digital Solutions and leads a community for Angel Squad, dedicating minimal time to each.

Employment History
Current Registrations
Morgan Stanley
November 2024 - Present · 1 yr 6 mos
Morgan Stanley
November 2024 - Present · 1 yr 6 mos
Morgan StanleyBroker
November 2024 - Present · 1 yr 6 mos
Previous Registrations
Citizens Securities, INC.Broker
September 2023 - September 2024 · 1 yr
First Republic Securities Company, LLCBroker
August 2019 - June 2023 · 3 yrs 10 mos
State Registrations7 states
CACTDEMANJNVNY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.