Yong Wang
Investment adviser representative at Transglobal Advisory, LLC
8 yearsExperience
7 statesRegistered in
CFP® certificationDesignation
$58.3MFirm 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 assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
8 years in the industry.
- Transglobal Advisory, LLCSep 2021 to now
- Globalink Securities, IncFeb 2021 to now
- Transglobal Insurance Agency, Inc.Oct 2017 to now
- Skyvision InsuranceMay 2017 to Sep 2017
- N/aJan 2017 to Apr 2017
- AIG Financial NetworkFeb 2016 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 7 states (CA, HI, IL, MD, NY, PA, WY).
Transglobal Advisory, LLC
$58.3MAssets managed
193Clients
31Advisers
2 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
- 7336815
- Firm CRD
- 168709