Caroline WangCRD Number: 5567150
Current Firm: Sand Hill Global Advisors, LLC
Caroline Wang (CRD# 5567150) is an Investment Advisor Representative working at Sand Hill Global Advisors, LLC in Palo Alto, CA and has over 7 years of experience in the finance industry.
Altos Investments, Inc.
Jurika, Mills & Keifer, LLC
Lowery Thomas, LLC
|Sand Hill Global Advisors, LLC||Palo Alto, CA||Aug 2012 - Current||4|
|Morgan Stanley Smith Barney||Menlo Park, CA||Jun 2009 - Jul 2012||3|
|Citigroup Global Markets, Inc.||Menlo Park, CA||Jun 2008 - Jul 2012||4|
|Univ. Of California, San Diego||La Jolla, CA||Sep 2004 - Jun 2008||3|
|External Relations, Ucsd||La Jolla, CA||May 2007 - Dec 2007||< 1|
|Ucsd Bookstore||La Jolla, CA||Jan 2007 - Apr 2007||< 1|
|Signaling Systems Laboratory||La Jolla, CA||Jun 2005 - Dec 2006||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2009|
Total Assets Under Management1,592MILLIONS
Total Number of Accounts893ACCOUNTS
Average Account Value$1,782,209
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, MA, NY, TX, WA, WI
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