Xiaoyong Wang is a CFP-designated registered investment advisor, based in Woodbury, NY, with 18 years of industry experience.
Location
125 Froehlich Farm Blvd., Woodbury, NY, 11797
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
November 2020Other Business Activities
Xiaoyong works as a consultant for Pick-A-Path Edvice LLC, providing college admission services, dedicating minimal time. He is also the Executive Director of CHESSanity Inc. and spends minimal time supporting its mission to promote chess. Xiaoyong spends about half his time as the Managing Director for Virtus Wealth, Inc., providing financial advice to clients.
Employment History
Current Registrations
Vanderbilt Securities, LLCBroker
February 2025 - Present · 1 yr 5 mos
Consolidated Portfolio Review CORP
February 2025 - Present · 1 yr 5 mos
Previous Registrations
Spire Wealth Management, LLC
January 2021 - February 2025 · 4 yrs 1 mo
Spire Securities, LLCBroker
January 2021 - February 2025 · 4 yrs 1 mo
Morgan Stanley
May 2020 - December 2020 · 7 mos
Morgan Stanley Smith Barney LLC
June 2010 - December 2011 · 1 yr 6 mos
Morgan StanleyBroker
June 2009 - December 2020 · 11 yrs 6 mos
Citigroup Global Markets INC.Broker
July 2007 - June 2009 · 1 yr 11 mos
State Registrations4 states
DENCNJNY
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.