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Wei Chen

Rootson Capital LLC

North Andover, MA

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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

View on SEC IAPD

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Other Investors

MANFRED THEODOR BECKMANN
Robert Edward Pickett
JASON DANIEL STUCK
STEPHEN GILBERT RYE
MAURICE JASON KAUFF
DAVID GRANT OLDAKER
Dylan Jacob Fernandez
EDMUND JOSEPH HAUGHEY

Other Offices

NORTHERN CAPITAL SECURITIES CORPORATION · NORTH ANDOVER, MA
OSAIC WEALTH, INC. · NORTH ANDOVER, MA
SIMPSON INVESTMENT COUNSEL · North Andover, MA
CONNOLLY FINANCIAL ADVISORS, INC. · NORTH ANDOVER, MA
CONNOLLY FINANCIAL ADVISORS, INC. · North Andover, MA
FOCUS PARTNERS WEALTH, LLC · NORTH ANDOVER, MA
BRADFORD FINANCIAL SERVICES CORP · North Andover, MA
STONEX ADVISORS INC. · North Andover, MA

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