Muriel Wang, financial advisor Bellevue WA
89 score

Muriel Wang

CRD Number: 6296528
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Muriel Wang (CRD# 6296528) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bellevue, WA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Redmond, WA Jul 2015 - Current 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Redmond, WA Jul 2015 - Current 1
Unemployed Kirkland, WA Mar 2015 - Jul 2015 < 1
Metlife Securities Inc. Bellevue, WA Mar 2015 - Mar 2015 < 1
Unemployed Kirkland, WA Jan 2015 - Mar 2015 < 1
Hsbc Securities (usa) Inc. Bellevue, WA May 2014 - Jan 2015 < 1
Hsbc Securities (usa) Inc. Redmond, WA Jan 2014 - May 2014 < 1
Hsbc Bank Usa N.a. Redmond, WA Oct 2012 - May 2014 1
Jp Morgan Chase Bellevue, WA Jul 2012 - Sep 2012 < 1
Home Maker Kikland, WA Jun 2011 - Jul 2012 1
Acic Group Beijing, Jul 2008 - May 2011 2
Home Maker Vancouver Bc, Feb 2007 - Jun 2008 1
American Translation Link Vancouver, Bc, Jan 2000 - Jan 2007 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2014
Contact Info for Muriel H. Wang
Phone Number: 800-637-7455
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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