Leilei Chen
Investment adviser representative at Cetera Investment Advisers LLC
3 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
3 years in the industry.
- Cetera Investment Advisers LLCOct 2019 to now
- Cetera Investment Services LLCOct 2019 to now
- East West BankOct 2019 to now
- Morgan Stanley Private Bank, N.A.Jan 2019 to Jul 2019
- Morgan StanleyJan 2018 to Jul 2019
- JP Morgan Chase BankSep 2017 to Dec 2018
- JP Morgan Securities LLCSep 2017 to Dec 2018
- UnemployedJul 2017 to Aug 2017
- Bank of AmericaApr 2016 to Jun 2017
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (CA).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6350253
- Firm CRD
- 105644