Caroline Wang, financial advisor Palo Alto CA
93 score

Caroline Wang

CRD 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 8 years of experience in the finance industry.

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Company Name Location Dates Years
Sand Hill Global Advisors, LLC Palo Alto, CA Aug 2012 - Current 5
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
Contact Info for Caroline A. Wang
Phone Number: 650-854-9150
Firm Website:
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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