CS
CFA
CS
CFA

Canzheng Sun

1 Year of Experience
New York, NY
1 DisclosureBroker

Canzheng Sun is a CFA-designated registered investment advisor at Wells Fargo Advisors, based in New York, NY, with 1 years of industry experience. Canzheng is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

767 5th Ave 33rd Fl, [Y5-Rbo], New York, NY, 10153

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History

Regulatory History (1)
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Criminal
January 2026
Final Disposition
Employment History
Current Registrations
Wells Fargo Advisors
September 2026 - Present · 1 mo
Wells Fargo Clearing Services, LLCBroker
September 2026 - Present · 1 mo
Previous Registrations
Nylife Securities LLCBroker
July 2025 - July 2026 · 1 yr
State Registrations1 state
NY
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.
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