Stephen Zheng

Financial advisor at Wealthlet · Whitestone, NY

Last updated 2026-10-10

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Stephen Zheng is a financial advisor at Wealthlet in Whitestone, NY, CRD 6614101. Licenses and exams on the registration: Series 65. IAPD registration began 2021-04-13.

Registration

CRD number
6614101
Registration status
Active
IAPD registration
2021-04-13
Industry Experience
5 years
Work Experience
11 years
States registered
NY

Licenses and exams

  • Series 65

Designations

  • Chartered Financial Analyst

Work history

  • 2016-01 to Present · Wealthlet Advisory LLC · Whitestone, NY
  • 2015-09 to 2019-06 · New York University · New York, NY

Current employment

  • Wealthlet · Whitestone, NY

SEC IAPD record for Stephen Zheng

About

Stephen Zheng is a Chartered Financial Analyst financial advisor at Wealthlet in Whitestone, NY. Reported securities licenses include Series 65. The latest record indicates 5 years of industry experience and 11 years of reported work history. Reported roles include Wealthlet Advisory LLC, New York University.

Location

152-53 10th Avenue, Whitestone, NY 11357

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Official record

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