Wei Chen
Financial advisor at Rootson Capital LLC · North Andover, MA
Last updated 2026-10-10
Claim your profileWei Chen is a financial advisor at Rootson Capital LLC in North Andover, MA, CRD 7804111. IAPD registration began 2026-05-05.
Registration
- CRD number
- 7804111
- Registration status
- Active
- IAPD registration
- 2026-05-05
- Industry Experience
- 0 years
- Work Experience
- 11 years
- States registered
- MA
Licenses and exams
No state licenses or exam codes are listed on the registration.
Designations
- Chartered Financial Analyst
Work history
- 2015-08 to 2023-07 · Dimensional Fund Advisors · Singapore
- 2023-08 to 2025-11 · Columbia Threadneedle Investments · Boston, MA
- 2025-12 to 2026-03 · Career Transition · Winchester, MA
- 2026-04 to Present · Rootson Capital LLC · North Andover, MA
Current employment
- Rootson Capital LLC · North Andover, MA
About
Wei Chen is a Chartered Financial Analyst financial advisor at Rootson Capital LLC in North Andover, MA. The latest record indicates less than 1 year of industry experience and 11 years of reported work history.
Location
800 Turnpike Street, Suite 300,, North Andover, MA 01845
Official record
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