Zhi Wang, financial advisor Ellicott City MD
96 score

Zhi Wang

CRD Number: 6083903
Current Firm: Genesis Capital Management, LLC

Zhi Wang (CRD# 6083903) is an Investment Advisor Representative working at Genesis Capital Management, LLC in Ellicott City, MD and has over 5 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Onemain Baltimore, MD Oct 2011 - Current 6
World Financial Group, Inc. Baltimore, MD Jun 2003 - Current 15
Transamerica Financial Advisors, Inc. Baltimore, MD Apr 2012 - Nov 2015 3
Vision Technology Hunt Valley, MD Apr 2011 - Sep 2011 < 1
Diamond Hill Capital Management Columbus, OH Oct 2006 - Mar 2011 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2012
Contact Info for Zhi Wang
Phone Number: 614-607-1089
Firm Website: http://www.genesiswm.com
Registered State(s):
  • MD
Current Firm Details
Genesis Capital Management, LLC
Firm's CRD Number: 281149
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States


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

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