Yisha Wang
Investment adviser representative at Taurus Financial
12 yearsExperience
5 statesRegistered in
CFP® certificationDesignation
$162.5MFirm assets
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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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Taurus SolutionsApr 2023 to now
- Taurus FinancialJan 2022 to now
- LPL FinancialJan 2018 to now
- Clearbrook Advisory IncAug 2017 to Dec 2023
- Goldman Sachs GroupJul 2014 to Jul 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 5 states (CA, NJ, NY, TX, WA).
Taurus Financial
Legal name: Taurus Financial LLC
$162.5MAssets managed
127Clients
3Advisers
Under 1 yearIn 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
- 6189897
- Firm CRD
- 335067