ChooseAFinancialAdvisor.com
Advisors / New York / New York
7yrs

Weiwei Chen

Financial advisor at Clsa Americas

Weiwei Chen is a fiduciary financial advisor in New York, New York, with 7 years in the industry. Weiwei joined Clsa Americas in 2024. The firm is paid through commissions.

One of 15440 advisors with offices in New York, and one of 14018 fiduciaries.

New York, NY 10036Fiduciary advisor
Call the officeDirections

At a glance

Experience7 years (since 2019)
How that compares ?7 years in the industry
Office1155 Avenue Of The Americas, 17th Floor, New York, NY 10036
How the firm is paid ?Commissions, Other
Advisors at the firm13
States licensed ?1 state

Services through Clsa Americas

Other 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

  1. 2024 – now
    Clsa Americas, LLCCurrent firm
  2. 2019 – 2024

Questions to ask Weiwei

Tailored to Weiwei’s registration and firm.

  1. Where would my money be held, and will I get statements directly from that firm?
  2. 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 Weiwei

How do I contact Weiwei?

Call Weiwei’s local office at (212) 408-5888 or the Clsa Americas main office at (212) 549-5888, and ask for Weiwei Chen.

How long has Weiwei been a financial advisor?

Weiwei has been in the industry since 2019, about 7 years. 7 years in the industry.

What licenses does Weiwei hold?

Series 66. Tap any license on this page to see what it allows.

Is Weiwei a fiduciary?

Weiwei is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Weiwei paid?

Clsa Americas reports being paid by commissions on some products, other fees. Ask Weiwei 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.

Other advisors nearby

Morgan Stanley
47yrs
Charles Bloom
Financial advisor
55 East 52nd Street 12th Floor
New York, NY 10055
Top advisor by experience in New York
PlanningInvesting
Call Directions
Oppenheimer & Co.
47yrs
Dennis Baum
Financial advisor
666 3rd Avenue
New York, NY 10017
Top 1% by experience in New York
Fiduciary
Call Directions
UBS Financial Services
47yrs
Henry Berkley
Financial advisor
299 Park Avenue 8th, 9th, & 11th Floors
New York, NY 10171
Top 1% by experience in New York
Fiduciary
Call Directions
UBS Financial Services
47yrs
Barry West
Financial advisor
1285 Avenue Of The Americas Floor 15 Thru 18
New York, NY 10019
Top 1% by experience in New York
Fiduciary
Call Directions
UBS Financial Services
47yrs
Marc Green
Financial advisor
1285 Avenue Of The Americas 15 Thru 18th Floors
New York, NY 10019
Top 1% by experience in New York
Fiduciary
Call Directions
Crews & Associates
47yrs
Russell Stoever
Financial advisor
369 Lexington Avenue 21st Floor
New York, NY 10016
Top advisor by experience at Crews & Associates
Fiduciary
Call Directions

See all advisors near New York