Sang Wong, financial advisor Albany NY

Sang Wong

CRD Number: 3024980
Current Firm: Mercury Financial Advisors

Sang Wong (CRD# 3024980) is an Investment Advisor Representative working at Mercury Financial Advisors in Albany, NY and has over 26 years of experience in the finance industry.

Similar Advisors
Robert Schermerhorn, financial advisor Albany NY
Robert Schermerhorn
CRD# 1063197
Lpl Financial LLC
Similar Advisors
Joseph Abed El Latif, financial advisor Albany NY
Joseph Abed El Latif
CRD# 6091481
The Ayco Company, LP
Similar Advisors
Anthony Accetta, financial advisor Albany NY
Anthony J. Accetta
CRD# 5123632
Cetera Investment Advisers LLC
Professional Designations
Company Name Location Dates Years
Mercury Financial Advisors Albany, NY Jan 2011 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1998
S65 NASAA Investment Advisors Law Examination Sep 2012
Contact Info for Sang L. Wong
Phone Number: 518-364-7554
Registered State(s):
  • NY
Current Firm Details
Mercury Financial Advisors
Firm's CRD Number: 166362
By the Numbers
  • Total Assets Under Management
    20
    MILLIONS
  • Total Number of Accounts
    17
    ACCOUNTS
  • Average Account Value
    $1,147,353
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

NY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.