Yat Sing Wong (CRD# 7635039) is an Investment Advisor Representative working at Running Oak Capital LLC in Edina, MN and has 1 year of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
CRD# 6665238
U.s. Bancorp Investments, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ita Promotions | Stevensville, MD | Sep 2022 - Current | 1 |
| Radio Free Asia | Washington, Dc, DC | Aug 2022 - Current | 1 |
| Bdo | Mclean, VA | Aug 2021 - Aug 2022 | 1 |
| Cascade Asia | Washington D.c., DC | May 2021 - Aug 2021 | < 1 |
| Radio Free Asia | Washington D.c., DC | Mar 2021 - Aug 2021 | < 1 |
| Unemployed | Mclean, VA | May 2020 - Mar 2021 | < 1 |
| Gryphon Strategies | White Plains, NY | Nov 2019 - May 2020 | < 1 |
| Languageline Solutions | Washington D.c., DC | Nov 2018 - Nov 2019 | 1 |
| The Education University Of Hong Kong | Hong Kong, | Jun 2018 - Nov 2018 | < 1 |
| Steve Vickers & Associates | Hong Kong, | Nov 2017 - Jun 2018 | < 1 |
| Unemployed | Hong Kong, | Sep 2017 - Nov 2017 | < 1 |
| The London School Of Economics And Political Science (lse) | United Kingdom, | Sep 2016 - Sep 2017 | 1 |
| The Education University Of Hong Kong | Hong Kong, | Mar 2015 - Sep 2016 | 1 |
| The City University Of Hong Kong | Hong Kong, | Dec 2014 - Mar 2015 | < 1 |
| Unemployed | Hong Kong, | Oct 2014 - Dec 2014 | < 1 |
| Creative Gain Limited | Hong Kong, | Sep 2013 - Oct 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2022 |
- MN
-
Total Assets Under Management534MILLIONS
-
Total Number of Accounts853ACCOUNTS
-
Average Account Value$625,712
- A percentage of assets under your management
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Other
CA, FL, MN, NJ, NY, TX
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.