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LC

Lei-chen Chen

WEALTH HOUSE CAPITAL
Livingston, NJ
CRD#: 8212919
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LC
Lei-chen ChenWEALTH HOUSE CAPITAL

Professional summary

Lei-chen Chen, who also goes by Leichen Chen, Olivia Chen, Lei-chen Ong, Olivia Ong, is a registered financial professional currently at WEALTH HOUSE CAPITAL INC. located in Livingston, New Jersey.

Lei-chen is registered as a RR (Registered Representative) and started their career in finance in 2026. Lei-chen has worked at 1 firm and has passed the Series 63, Series 7TO and SIE exams.

Aliases

Leichen Chen | Olivia Chen | Lei-Chen Ong | Olivia Ong

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Lei-chen Chen's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 29, 2026 - Present

WEALTH HOUSE CAPITAL INC.

BD
CRD#: 323088
Livingston, NJ

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(5/12/2026)
RR
New Jersey
(5/12/2026)
RR
New York
(5/12/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 4/20/2026
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/29/2026
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 7/15/2025
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

WH
WEALTH HOUSE CAPITAL INC.
WEALTH HOUSE CAPITAL INC. | WEALTHHOUSE ADVISORS INC

CRD#: 323088 / SEC#: , 8-70973

BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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Contact information

Main Address
17 Canoe Brook Drive, Livingston, NJ 07039
Mailing Address
17 Canoe Brook Drive, Livingston, NJ 07039
Phone number
(917) 660-6796
Established
New Jersey since 11/20/2017
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (18 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
WANG, MARJORIE WCCO, CEO6897024
BEATON, DANIEL STEWARTFINOP/PFO/POO4240769
CHEN, YUZHENCOO5626131
WANG, SCOTTGENERAL SECURITIES PRINCIPAL7794226

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

WEALTH HOUSE CAPITAL INC.

CRD#: 323088Livingston, NJ

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