Weifen Cheng

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration

Active

Investment adviser registration

Active

Exams passed (4)

Series 66Series 63SIESeries 7

Registered states (17)

Arizona · California · Connecticut · Delaware · Florida · Georgia · Kansas · Maryland · Massachusetts · Minnesota · Nevada · New York · Ohio · Texas · Utah · Washington · West Virginia

Years in the industry (source record)

26

Professional designations

Not yet retrieved from the source record

Disclosures

Copied from the official record

Current firm

From the firm record

Firm

Morgan Stanley

Firm CRD

149777

SEC number

801-70103

Assets under management

$2.0T as of Jun 30, 2026

Website

www.morganstanley.com ↗

Phone

914-225-5510

Firm location

Purchase, NY, 10577-2530

Employment history (17)

From the source registration record · current first

• Morgan StanleyCurrent

  San Mateo, CA · IA capacity
  May 27, 2022 → present
• Citigroup Global Markets Inc.

  BD capacity
  Feb 13, 2015 → May 31, 2022
• Citigroup Global Markets Inc.

  IA capacity
  Feb 13, 2015 → May 31, 2022
• Wells Fargo Advisors, LLC

  IA capacity
  Nov 8, 2011 → Feb 18, 2015
• Wells Fargo Advisors, LLC

  BD capacity
  Nov 4, 2011 → Feb 18, 2015
• U.S. Bancorp Investments, Inc.

  IA capacity
  Jan 25, 2010 → Nov 7, 2011
• U.S. Bancorp Investments, Inc.

  BD capacity
  Jan 21, 2010 → Nov 7, 2011
• Merrill Lynch, Pierce, Fenner & Smith Incorporated

  BD capacity
  Oct 23, 2009 → Jan 14, 2010
• Merrill Lynch, Pierce, Fenner & Smith Incorporated

  IA capacity
  Oct 23, 2009 → Jan 14, 2010
• Banc Of America Investment Services, Inc.

  BD capacity
  Sep 4, 2008 → Oct 23, 2009
• Banc Of America Investment Services, Inc.

  IA capacity
  Sep 4, 2008 → Oct 23, 2009
• Countrywide Investment Services, Inc.

  IA capacity
  Jul 5, 2007 → Sep 8, 2008
• Countrywide Investment Services, Inc.

  BD capacity
  Oct 11, 2005 → Sep 8, 2008
• Citicorp Investment Services

  IA capacity
  Oct 28, 2003 → Sep 21, 2005
• Citicorp Investment Services

  BD capacity
  Feb 27, 2002 → Sep 21, 2005
• Banc Of America Investment Services, Inc.

  BD capacity
  May 30, 2001 → Jan 4, 2002
• Citicorp Investment Services

  BD capacity
  Dec 5, 2000 → May 16, 2001

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: IAPD_SEARCH. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.