Rockefeller Capital Management
47yrs
Top advisor by experience in Connecticut
21yrs
Wei Chen
Financial advisor at Merrill
Wei Chen is a fiduciary financial advisor in Stamford, Connecticut, with 21 years in the industry. Wei joined Merrill in 2008, after a year at Morgan Stanley & Co. and two years at Morgan Stanley DW. Merrill offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.
One of 937 advisors with offices in Stamford, and one of 883 fiduciaries.
At a glance
Experience21 years (since 2005)
How that compares ?More experience than 67% of advisors at Merrill
Office301 Tresser Blvd, Stamford, CT 06901
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2008 – nowMerrillCurrent firm
- Apr 2007 – Jun 2008Morgan Stanley & Co. LLCPreviously
- Jun 2005 – Apr 2007Morgan Stanley DW Inc.Previously
Questions to ask Wei
Tailored to Wei’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Wei
How do I contact Wei?
Call Merrill at (800) 637-7455 and ask for Wei Chen. Wei works from the Stamford, CT office.
How long has Wei been a financial advisor?
Wei has been in the industry since 2005, about 21 years. More experience than 67% of advisors at Merrill.
What licenses does Wei hold?
Series 66. Tap any license on this page to see what it allows.
Is Wei a fiduciary?
Wei is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Wei paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Wei for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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