Rong Wang, financial advisor San Francisco CA

Rong Wang

CRD Number: 7157950
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Rong Wang (CRD# 7157950) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Francisco, CA 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. San Francisco, CA Nov 2021 - Current < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco, CA Sep 2021 - Current < 1
J.p. Morgan Chase Bank, N.a. New York, NY Jul 2019 - Aug 2021 2
J.p. Morgan Securities, LLC New York, NY Jul 2019 - Aug 2021 2
Unemployed New York, NY Mar 2019 - Jun 2019 < 1
Lanchid LLC New York, NY Dec 2018 - Feb 2019 < 1
Fordham University New York, NY Sep 2014 - Feb 2019 4
Unemployed Bronx, NY May 2009 - Jun 2017 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2019
S66 NASAA Uniform Combined State Law Examination Dec 2021
Contact Info for Rong Wang
Phone Number: 800-637-7455
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    1,283,838
    MILLIONS
  • Total Number of Accounts
    2,825,602
    ACCOUNTS
  • Average Account Value
    $454,359
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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, WY

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