Sang Wong is a CFA-designated registered investment advisor at Mercury Financial Advisors, based in Albany, NY, with 5 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 4 more. Their firm serves 16 clients with $23M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management is only offered as part of Mercury Financial Advisors' comprehensive ongoing financial planning service. There is no standalone investment management option available. Portfolio management is included within the annual retainer fee.
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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