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Wei Chen

Rootson Capital LLC

North Andover, MA

CRD 7804111

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Employer firm

Rootson Capital LLC CRD 340459

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
Rootson Capital Llc

800 Turnpike Street, Suite 300,, North Andover, MA 01845 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-05-05
  • MA RA
    APPROVED
    Since 2026-05-05

Branch Locations

800 Turnpike Street, Suite 300,, North Andover, MA 01845 • 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
Dimensional Fund Advisors Singapore 08/2015 07/2023
Columbia Threadneedle Investments Boston MA 08/2023 11/2025
Career Transition Winchester MA 12/2025 03/2026
Rootson Capital Llc North Andover MA 04/2026 Present
  • 08/2015 → 07/2023
    Dimensional Fund Advisors
    Singapore
  • 08/2023 → 11/2025
    Columbia Threadneedle Investments
    Boston, MA
  • 12/2025 → 03/2026
    Career Transition
    Winchester, MA
  • 04/2026 → Present
    Rootson Capital Llc
    North Andover, MA
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

NORTHERN CAPITAL SECURITIES CORPORATION
OSAIC WEALTH, INC.
SIMPSON INVESTMENT COUNSEL

Nearby Investors

MANFRED THEODOR BECKMANN
Robert Edward Pickett
JASON DANIEL STUCK

Nearby Offices

NORTHERN CAPITAL SECURITIES CORPORATION · NORTH ANDOVER, MA
OSAIC WEALTH, INC. · NORTH ANDOVER, MA
SIMPSON INVESTMENT COUNSEL · North Andover, MA

More in North Andover, MA

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