Chester Wang, financial advisor Greenwood Village CO
88 score

Chester Wang

CRD Number: 5912773
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Chester Wang (CRD# 5912773) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Greenwood Village, CO 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. Greenwood Village, CO Nov 2014 - Current 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Greenwood Village, CO Feb 2014 - Current 2
Jpmorgan Securities LLC Thornton, CO Oct 2012 - Feb 2014 1
Jpmorgan Chase Bank Thornton, CO Jun 2012 - Feb 2014 1
W2media Paris, Sep 2011 - Jun 2012 < 1
Unemployed Broomfield, CO Apr 2012 - May 2012 < 1
Northwestern Mutual Financial Network Broomfield, CO Apr 2011 - Sep 2011 < 1
University Of Colorado Boulder, CO Aug 2010 - Aug 2011 1
Formations LLC Boulder, CO Jan 2011 - Apr 2011 < 1
Dothill Systems Longmont, CO Jun 2010 - Aug 2010 < 1
Unemployed Broomfield, CO May 2010 - Jun 2010 < 1
University Of Colorado Boulder, CO Aug 2009 - May 2010 < 1
Dothill Systems Longmont, CO May 2009 - Aug 2009 < 1
University Of Colorado Boulder, CO Aug 2008 - May 2009 < 1
Unemployed Broomfield, CO May 2008 - Aug 2008 < 1
University Of Colorado Boulder, CO Aug 2007 - May 2008 < 1
Unemployed Broomfield, CO Jun 2007 - Aug 2007 < 1
Peak To Peak High School Lafayette, CO Aug 2006 - Jun 2007 < 1
Unemployed Broomfield, CO Jun 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2014
Contact Info for Chester Wang
Phone Number: 800-637-7455
Registered State(s):
  • CO
  • TX
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
88
Clean Record
This advisor has a clean track record with regulators.

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