Stephen Zheng (CRD# 6614101) is an Investment Advisor Representative working at Wealthlet in Whitestone, NY and has over 8 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Wealthlet Advisory LLC | Whitestone, NY | Jan 2016 - Current | 8 |
New York University | New York, NY | Sep 2015 - Jun 2019 | 3 |
The Brooklyn Latin School | New York, NY | Jan 2011 - Jun 2015 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jan 2016 |
- NY
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
NY
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