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Andrew Tang

TURNER FINANCIAL GROUP, INC.·PACE, Florida
SIE, Series 7, Series 24, Series 63, Series 6524 years registeredTURNER FINANCIAL GROUP, INC.
4655 WOODBINE ROAD, PACE, FL 32571CRD# 3157581Firm CRD# 134204

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Andrew Tang · PACE, FL
Registration
CRD #3157581 · TURNER FINANCIAL GROUP, INC. · 24 years registered
Brand Profile
Not yet started
01

Career History

TURNER FINANCIAL GROUP, INC.
May 2021 – present
ARETE WEALTH ADVISORS, LLC
Jan 2021 – Jan 2021
Long Island City, NY
CLARAPHI ADVISORY NETWORK, LLC
Aug 2013 – Jan 2021
new york, NY
NATIONAL ASSET MANAGEMENT, INC.
Sep 2004 – Aug 2013
NEW YORK, NY
WACHOVIA SECURITIES FINANCIAL NETWORK, INC.
Jun 2002 – Dec 2002
NEW YORK, NY
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · June 5, 2002
Years registered · 24
03

Disclosure History

2020Employment Separation After Allegations
2017Customer Dispute·Settled

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
TURNER FINANCIAL GROUP, INC.
CRD 134204 · SEC 801-129021
AUM
$116M
Regulatory assets under management
Employees
12
798 client accounts
Services offered by TURNER FINANCIAL GROUP, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at TURNER FINANCIAL GROUP, INC. →
Introduction

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05

Frequently Asked Questions

What services does Andrew Tang offer?
Andrew Tang specializes in Financial Planning, Investment Management. Contact their office in PACE, Florida for a consultation.
What are Andrew Tang's credentials?
Andrew Tang is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andrew Tang located?
Andrew Tang is based in PACE, Florida, working with TURNER FINANCIAL GROUP, INC.. Their office serves clients in the PACE metropolitan area and surrounding communities.
How does Andrew Tang charge for services?
Andrew Tang's firm is compensated through percentage of aum, hourly charges, subscription fees, other: selection of other advisors. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TURNER FINANCIAL GROUP, INC.?
TURNER FINANCIAL GROUP, INC. has approximately 12 employees and manages $116M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TURNER FINANCIAL GROUP, INC.

Michael Anthony Dardis
PACE, FL

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