Rong WangCRD 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.
Polaris Wealth Advisory Group
Monetary Management Corporation
Perigon Wealth Management, LLC
|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|
Total Assets Under Management1,283,838MILLIONS
Total Number of Accounts2,825,602ACCOUNTS
Average Account Value$454,359
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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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