UBS Financial Services
46yrs
Top advisor by experience in Walnut Creek
10yrs
Eric Cheng
Financial advisor at Wells Fargo Advisors
Based in Walnut Creek, California, Eric Cheng is a fiduciary financial advisor with 10 years of industry experience. Eric joined Wells Fargo Advisors in 2026, after two years at Raymond James & Associates and two years at Oppenheimer & Co.. Wells Fargo Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 1115 advisors with offices in Walnut Creek, and one of 1005 fiduciaries.
At a glance
Experience10 years (since 2016)
How that compares ?10 years in the industry
Office2033 N Main Street, Walnut Creek, CA 94596
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$514,335
Advisors at the firm4,146
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther 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
- Sep 2026 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
- 2024 – now
- Jan 2023 – Aug 2024Raymond James & Associates, Inc.Previously
- Apr 2021 – Jan 2023Oppenheimer & Co. Inc.Previously
- Oct 2019 – Mar 2021J.P. Morgan Securities LLCPreviously
- 2016 – 2019MerrillPreviously
Contact Eric
Local office(925) 746-7200Ask for Eric. (314) 875-3000Main office · St. Louis, MO 2033 N Main StreetWalnut Creek, CA 94596Office · Get directions Firm websitewww.wellsfargoadvisors.com/online-access/signon.htm
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Questions to ask Eric
Tailored to Eric’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- 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
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About Eric
How do I contact Eric?
Call Eric’s local office at (925) 746-7200 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Eric Cheng.
How long has Eric been a financial advisor?
Eric has been in the industry since 2016, about 10 years. 10 years in the industry.
What licenses does Eric hold?
Series 66. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eric paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Eric 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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