Ran Wang
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Bank of America, N.A.Sep 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2024 to now
- UnemployedAug 2023 to Jul 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2022 to Jul 2023
- Eagle Strategies LLCJul 2021 to Apr 2022
- Cornell UniversityMay 2021 to May 2022
- Nylife Securities LLCFeb 2020 to Apr 2022
- New York Life Insurance CompanyDec 2019 to Apr 2022
- UnemployedNov 2019 to Dec 2019
- Ddbill Technology IncOct 2019 to Nov 2019
- UnemployedJul 2019 to Oct 2019
- University of RochesterJul 2018 to Jun 2019
- Eastern Michigan UniversitySep 2016 to Dec 2017
- UnemployedAug 2015 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7210481
- Firm CRD
- 7691