Sang Wong is a CFA-designated registered investment advisor at Mercury Financial Advisors, based in Albany, NY, with 4 years of industry experience. Sang operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 16 clients with $23M in assets under management.
Compensation
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Specific investment recommendations and portfolio management are only offered to clients who choose the Retained Financial Planning Services. Mercury Financial Advisors recommends primarily no-load mutual funds, exchange traded funds, U.S. government securities, money market accounts, certificates of deposit, and individual bonds.
Location
Albany, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Mercury Financial Advisors
State Registrations1 state
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