Zheren Chen
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.Jun 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2025 to now
- Cathay BankMay 2023 to Apr 2025
- Haidilao Hotpot Seattle IncJun 2022 to May 2023
- UnemployedFeb 2022 to Jun 2022
- Longxiang Environmental LLCOct 2021 to Feb 2022
- UnemployedDec 2020 to Oct 2021
- Seattle UniversityJan 2020 to Dec 2020
- Washington State UniversityAug 2014 to Dec 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
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
- 8024595
- Firm CRD
- 7691