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Stephen Zheng

Wealthlet

Whitestone, NY

CRD 6614101

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Employer firm

Wealthlet CRD 282885

50 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • INVESTMENT IMMIGRATION RELATED SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Wealthlet

152-53 10Th Avenue Ste 235, Whitestone, NY 11357 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-04-13
  • NY RA
    APPROVED
    Since 2021-04-13

Branch Locations

152-53 10Th Avenue Ste 235, Whitestone, NY 11357 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wealthlet Advisory Llc Whitestone NY 01/2016 Present
New York University New York NY 09/2015 06/2019
  • 01/2016 → Present
    Wealthlet Advisory Llc
    Whitestone, NY
  • 09/2015 → 06/2019
    New York University
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-01-12
  • S65 Uniform Investment Adviser Law Examination
    2016-01-12
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
CITIGROUP GLOBAL MARKETS INC.

Nearby Investors

STANLEY YEE
SALMA BEGUM
Vincent Lin

Nearby Offices

J.P. MORGAN SECURITIES LLC · WHITESTONE, NY
CETERA INVESTMENT ADVISERS LLC · WHITESTONE, NY
CITIGROUP GLOBAL MARKETS INC. · Flushing, NY

More in Whitestone, NY

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