Lei Bely-Cheng

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2019 → 06/2023
  First Republic Securities Company, Llc
  New York, NY
• 06/2018 → 06/2023
  First Republic Bank
  New York, NY
• 08/2014 → 04/2018
  Credit Suisse Ag
  Zurich
• 07/2023 → 08/2024
  Citizens Bank
  New York, NY
• 08/2023 → 08/2024
  Citizens Securities, Inc.
  New York, NY
• 11/2024 → Present
  Morgan Stanley Smith Barney Llc
  New York, NY
• 12/2024 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Other Businesses

(1) *617829 - Branford Warehouse 9 LLC; Investment related: Yes; Branford, Connecticut; Rental Property; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent); 5/2020; During business hours: 0; After business hours: 0; I own this property via an LLC and I am the sole member of the LLC. (2) VCV Digital Solutions / Investment Related (PE) / New York, NY / Business Advisor, advising on leadership soft skills and strategy / Zero compensation / 1% of the company shares / 4-5 hours devoted per month / 0 during trading hours /Start August 2023. (3)617897 - Undercliff 8 LLC; Investment Related - Yes; Edgewater, New Jersey; Rental Property; Sole Proprietor/Owner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 12/2023; During Business Hours: 0; After Business Hours: 0; Other. (4) Angel Squad Co-community lead NYC/ investment related (angel group associated with a VC fund, the Hustle Fund)/1180 San Carlos Ave, Suite 337, San Carlos, CA 94070/Angel Squad is a group of angel investors (currently ~ 2000 globally, ~250 in NYC) to network, learn and invest together/ My role: Community lead to organize quarterly event together with another co-community lead (Leon Jon, NYU student) for existing angel investors, withe goal for them to meet and network/Zero compensation/start Aug 2024/2h per month/0 hours during trading

Exams

• S66 Uniform Combined State Law Examination
  2024-10-07

Other Names

• Lei Cheng
• Lei Bely-Cheng