Xiaoyong Wang
Investment adviser representative at Consolidated Portfolio Review Corp
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.6BFirm assets
Are you Xiaoyong Wang? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
17 years in the industry.
- Consolidated Portfolio Review CorpFeb 2025 to now
- Vanderbilt Financial GroupJan 2025 to now
- Spire Investment PartnersJan 2021 to Jan 2025
- Morgan Stanley Private Bank, National AssociationJan 2015 to Nov 2020
- Morgan Stanley Smith BarneyJun 2009 to Nov 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (NY).
Consolidated Portfolio Review Corp
$1.6BAssets managed
6,228Clients
57Advisers
34 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5336815
- Firm CRD
- 112694