David Yancheng Wang
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
13 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 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 assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Bank of America N.A.Apr 2023 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2023 to now
- J.P. Morgan Securities, LLCNov 2020 to Apr 2023
- JP Morgan Chase Bank, N.A.Nov 2020 to Apr 2023
- Bank of America, N.A.Oct 2018 to Nov 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2018 to Nov 2020
- BcbsmaJan 2015 to Mar 2018
- CdncMar 2013 to Oct 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (CT, TX).
Merrill Lynch, Pierce, Fenner & Smith Incorporated
$1.8TAssets managed
1,838,984Clients
25,558Advisers
47 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
- 7038967
- Firm CRD
- 7691