XW
XW

Xing Wang

11 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
463 clients
Average Client Portfolio
$961K average
Assets Under Management
$445.1M

Fee Structure

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Location

2-17 51st AVE, Apt#609, Long Island City, NY, 11101

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History

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.

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Other Business Activities

Xing assists Bluephere Advisors LLC with business growth strategy and operation enhancement, dedicating minimal time. Xing is also an executive committee member at Ainvest Fintech Inc, spending nearly full-time on business strategy, product planning, and partnership development.

Employment History
Current Registrations
Light Horse Securities, INCBroker
August 2021 - Present · 4 yrs 6 mos
Bluesphere Advisors LLC
December 2020 - Present · 5 yrs 2 mos
Previous Registrations
Score Priority CORP.Broker
July 2015 - August 2021 · 6 yrs 1 mo
RBC Professional Trader Group LLCBroker
July 2007 - June 2008 · 11 mos
State Registrations2 states
NYPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.