Mark Wang
Mark Wang is a CFA, CFP-designated registered investment advisor at Delta & Gamma Capital Management LLC, based in New York, NY, with 6 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Insurance Planning, Investment Management. Their firm serves 22 clients with $11M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1120 Ave of Americas, 4th Fl, New York, NY, 10036
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Regulatory History
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 →Other Business ActivitiesSells Insurance
Mark is an insurance agent since 2014, dedicating about a quarter of his time to this activity. He is also a managing director at Alpha Beta Delta & Gamma Inc, offering accounting and tax preparation services, which also takes about a quarter of Mark's time.
Employment History
Current Registrations
Delta & Gamma Capital Management LLC
Previous Registrations
Metlife Securities INC.
State Registrations1 state
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
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