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Min Wang

NEW CITY INVESTMENTS LLC·CAMPBELL, California
SIE, Series 7, Series 24, Series 63, Series 65, Series 79Clean recordNEW CITY INVESTMENTS LLC
900 E. HAMILTON, STE. 100, CAMPBELL, CA 95008CRD# 4691146Firm CRD# 171887

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Min Wang · CAMPBELL, CA
Registration
CRD #4691146 · NEW CITY INVESTMENTS LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 65
Series 79
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
NEW CITY INVESTMENTS LLC
CRD 171887 · SEC 801-80016
AUM
$119M
Regulatory assets under management
Employees
2
7 client accounts
Services offered by NEW CITY INVESTMENTS LLC
Per Form ADV
Portfolio management (individuals)
Other
Client types served by the firm
Per Form ADV
Individuals
Introduction

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04

Frequently Asked Questions

What services does Min Wang offer?
Min Wang specializes in Investment Management. Contact their office in CAMPBELL, California for a consultation.
What are Min Wang's credentials?
Min Wang is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Min Wang located?
Min Wang is based in CAMPBELL, California, working with NEW CITY INVESTMENTS LLC. Their office serves clients in the CAMPBELL metropolitan area and surrounding communities.
How does Min Wang charge for services?
Min Wang's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NEW CITY INVESTMENTS LLC?
NEW CITY INVESTMENTS LLC has approximately 2 employees and manages $119M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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