William W. Peng
Investment adviser representative at Capital Markets Iq, LLC
19 yearsExperience
1 stateRegistered in
$571.4MFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Capital Markets Iq, LLCAug 2020 to now
- Suffolk University Sawyer Business SchoolJan 2016 to now
- Avivant (nanjing) Information Technologies Co Ltd ChinaMar 2015 to now
- Y & Z Fidelity RealtyFeb 2013 to now
- Avivant, LLCDec 2007 to now
- Millennial PharmaceuticalOct 2020 to Dec 2024
- Sa Stone Investment Advisors Inc.Dec 2019 to Aug 2020
- Sa Stone Wealth Management Inc.Dec 2019 to Aug 2020
- Independent Insurance Agent - Massachusetts LifeJan 2017 to Oct 2025
- Apps AssociatesJun 2016 to Sep 2017
- Capital Markets IqApr 2016 to Mar 2018
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (MA).
Capital Markets Iq, LLC
$571.4MAssets managed
884Clients
19Advisers
17 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
- 5790866
- Firm CRD
- 134921