Cong Wang
Investment adviser representative at Wells Fargo Advisors
12 yearsExperience
1 stateRegistered in
$671.4BFirm assets
36 yearsFirm in business
Are you Cong Wang? Claim your profile
Contact this firm
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.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Wells Fargo Clearing Services, LLCJul 2026 to now
- Wells Fargo Bank, NAJun 2026 to now
- Cetera Investment Advisers LLCOct 2025 to Jun 2026
- Cetera Wealth Services, LLCOct 2025 to Jun 2026
- HSBC Bank USA, N.A.Dec 2024 to Sep 2025
- HSBC Securities (USA) IncDec 2024 to Sep 2025
- UnemployedFeb 2024 to Nov 2024
- Avantax Advisory ServicesJul 2023 to Jan 2024
- UnemployedMay 2023 to Jun 2023
- Bohai SecuritiesJan 2021 to Apr 2023
- Everbright SecuritiesMar 2014 to Dec 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
Wells Fargo Advisors
Legal name: Wells Fargo Clearing Services, LLC
$671.4BAssets managed
1,324,168Clients
14,661Advisers
36 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
- 7784335
- Firm CRD
- 19616