Erli Wang, financial advisor Red Bank NJ

Erli Wang

CRD Number: 7021506
Current Firm: Network 1 Financial Advisors Inc.

Erli Wang (CRD# 7021506) is an Investment Advisor Representative working at Network 1 Financial Advisors Inc. in Red Bank, NJ and has over 3 years of experience in the finance industry.

Similar Advisors
Gregg Abella, financial advisor Red Bank NJ
Gregg T. Abella
CRD# 3160155
Investment Partners Asset Management
Similar Advisors
Elchanan Abramowitz, financial advisor Red Bank NJ
Elchanan N. Abramowitz
CRD# 4443847
Able Wealth Management LLC
Similar Advisors
Jonathan Abrams, financial advisor Red Bank NJ
Jonathan B. Abrams
CRD# 2587716
Ameriprise Financial Services, LLC
Company Name Location Dates Years
Network 1 Financial Securities, Inc. Red Bank, NJ Jan 2019 - Current 5
Pace University New York, NY Jan 2018 - May 2020 2
Centrex Capital Port Jefferson Station, NY Jan 2018 - Jan 2018 < 1
Huali Fish House Inc. Flushing, NY Jul 2017 - Dec 2017 < 1
Bank Of China Agricultural Ny Branch New York, NY Apr 2017 - May 2017 < 1
Unemployed New York, NY Jan 2017 - Apr 2017 < 1
Molloy College Rockville Centre, NY Sep 2016 - Dec 2016 < 1
Unemployed New York, NY Jun 2016 - Sep 2016 < 1
Dowling College Oakdale, NY Jan 2011 - May 2016 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2020
S66 NASAA Uniform Combined State Law Examination Mar 2022
Contact Info for Erli Wang
Phone Number: 732-758-9001
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    38
    MILLIONS
  • Total Number of Accounts
    57
    ACCOUNTS
  • Average Account Value
    $666,900
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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)
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

CT, FL, GA, NC, NJ, NY, OR, PA, TX

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.