Steven Wang, financial advisor Owings Mills MD

Steven Wang

CRD Number: 4684662
Current Firm: Prosperity - An Eisneramper Company

Steven Wang (CRD# 4684662) is an Investment Advisor Representative working at Prosperity - An Eisneramper Company in Owings Mills, MD and has over 20 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Prosperity - An Eisneramper Company Iselin, NJ Feb 2024 - Current < 1
Dai Securities, LLC Atlanta, GA May 2023 - Current < 1
Eisneramper Wealth Management Iselin, NJ Jul 2013 - Feb 2024 10
Comprehensive Asset Management & Servicing, Inc. Parsippany, NJ Aug 2010 - May 2023 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2003
Contact Info for Steven Wang
Phone Number: 410-363-7211
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    1,068
    MILLIONS
  • Total Number of Accounts
    2,271
    ACCOUNTS
  • Average Account Value
    $470,185
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

CA, CO, CT, DC, DE, FL, GA, IL, LA, MA, MD, MN, NC, NH, NJ, NY, PA, SC, TX, VA, WA, WI

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