Wesley Cheng
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
12 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 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 assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Bank of America, N.A.Sep 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2024 to now
- UnemployedFeb 2024 to Sep 2024
- Zt SystemsApr 2023 to Feb 2024
- UnemployedSep 2022 to Apr 2023
- Rutgers UniversityJan 2022 to May 2022
- Rutgers UniversitySep 2021 to Dec 2021
- Rutgers UniversityJan 2021 to May 2021
- Rutgers UniversitySep 2020 to Dec 2020
- Rutgers Office of Information TechnologyJul 2020 to Sep 2022
- UnemployedMay 2020 to Jul 2020
- Rutgers UniversityJan 2020 to May 2020
- Rutgers UniversitySep 2019 to Dec 2019
- Rutgers UniversityJan 2019 to May 2019
- Rutgers Geology MuseumSep 2018 to May 2020
- Rutgers UniversitySep 2018 to Dec 2018
- UnemployedJun 2018 to Sep 2018
- Yum & Chill Milltown Tb LLCDec 2017 to Jun 2018
- East Brunswick High SchoolOct 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (NJ, TX).
Merrill Lynch, Pierce, Fenner & Smith Incorporated
$1.8TAssets managed
1,838,984Clients
25,558Advisers
47 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
- 7991717
- Firm CRD
- 7691