Skip to content

Bing Cao

Investment adviser representative at Sky Vision Wealth Management Corp.
12 yearsExperience
1 stateRegistered in
$101.4MFirm assets
4 yearsFirm in business

Are you Bing Cao? Claim your profile

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

Experience

12 years in the industry.

  1. Sky Vision Wealth Management Corp.May 2024 to now
  2. Sky Vision Insurance AgencyNov 2022 to now
  3. Platinum Eco Capital, LLCMay 2021 to Oct 2022
  4. Hercules InvestmentsJan 2020 to Jun 2021
  5. UnemployedNov 2019 to Dec 2019
  6. Beijing Vitallity Textiles Co. LtdAug 2014 to Nov 2019

Exams passed

  • Series 65 · Uniform Investment Adviser Law2020

State registrations

Registered as an investment adviser representative in 1 state (CA).

Sky Vision Wealth Management Corp.

$101.4MAssets managed
86Clients
3Advisers
4 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
7223374
Firm CRD
317320
Advisor's SEC record (opens in a new tab)
CallContact this firm