Sally Wing
Sally Wing is a registered investment advisor at Cetera Investment Advisers LLC, based in Nesconset, NY, with 29 years of industry experience. Sally operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
207 Smithtown Blvd, Nesconset, NY, 11767
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Sally is an insurance agent selling life, annuities, and long-term care insurance, dedicating minimal time to this. She is also the owner and registered representative of Priority Wealth Management LLC, a financial services and insurance sales business, spending about a quarter of her time on investment services and fixed insurance sales.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Walnut Street Securities, INC.Broker
Nathan & Lewis Securities, INC.Broker
Nathan & Lewis Securities, INC.Broker
State Registrations16 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.