LPL Financial
46yrs
Top advisor by experience in Glen Rock
6yrs
Cheng Li
Financial advisor at Oppenheimer &
At a glance
Experience6 years (since 2020)
How that compares ?6 years in the industry
OfficeGlen Rock, NJ
FirmOppenheimer &
How the firm is paid ?Percent of assets, Flat fee, Commissions
States licensed ?1 state
Services through Oppenheimer &
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Career
- 2023 – nowOppenheimer & Co. Inc.Current firm
Questions to ask Cheng
Tailored to Cheng’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Cheng
How do I contact Cheng?
Call Oppenheimer & at 212-668-8000 and ask for Cheng Li. Cheng works from the Glen Rock, NJ office.
How long has Cheng been a financial advisor?
Cheng has been in the industry since 2020, about 6 years. 6 years in the industry.
What licenses does Cheng hold?
Series 63. Tap any license on this page to see what it allows.
Is Cheng a fiduciary?
Cheng is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Cheng paid?
Oppenheimer & reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Cheng for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
V2 Financial Group
40yrs
Top 4% by experience nationwide
LPL Financial
38yrs
Top 5% by experience nationwide
Lincoln Investment
35yrs
Top 8% by experience nationwide
Cetera Investment Advisers
24yrs
More experience than 70% of advisors nationwide
Groesbeck Investment Management
13yrs
13 years in the industry