Tony Wang is a registered investment advisor, based in San Francisco, CA, with 26 years of industry experience.
Location
Citi Private Bank, 1 Market Plaza, 42nd Floor, San Francisco, CA, 94105
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Citigroup Global Markets INC.
February 2022 - Present · 4 yrs 5 mos
Citi Private Alternatives, LLC
February 2022 - Present · 4 yrs 5 mos
Citigroup Global Markets INC.Broker
February 2022 - Present · 4 yrs 5 mos
Citi Private Alternatives, LLCBroker
February 2022 - Present · 4 yrs 5 mos
Citigroup Global Markets INC.
January 2022 - Present · 4 yrs 6 mos
Previous Registrations
Fisher Investments
July 2004 - December 2021 · 17 yrs 5 mos
Citigroup Global Markets INC.
September 2002 - August 2003 · 11 mos
Citigroup Global Markets INC.Broker
September 2002 - August 2003 · 11 mos
Lehman Brothers INC.Broker
May 1999 - September 2002 · 3 yrs 4 mos
Dean Witter Reynolds INC.Broker
December 1998 - May 1999 · 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.