Claim Profile
Unclaimed Profile
SP

Stella Wing Chung Pang

E.P.G., INCORPORATED·FRAMINGHAM, Massachusetts
Series 65Clean record21 years registeredE.P.G., INCORPORATED
205 NEWBURY STREET, FRAMINGHAM, MA 01701CRD# 4362523Firm CRD# 106821

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stella Wing Chung Pang · FRAMINGHAM, MA
Registration
CRD #4362523 · E.P.G., INCORPORATED · 21 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: E.P.G., INCORPORATED
Jan 2005Jan 2022
BOSTON, MA
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · January 3, 2005
Years registered · 21
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
E.P.G., INCORPORATED
CRD 106821 · SEC 801-51518
AUM
$3.6B
Regulatory assets under management
Employees
13
78 client accounts
Services offered by E.P.G., INCORPORATED
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Market timing services
Client types served by the firm
Per Form ADV
Individuals
Introduction

Speak with Stella

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Stella is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in FRAMINGHAM?

Browse all registered financial advisors in FRAMINGHAM, Massachusetts or claim this profile if it's yours.

05

Frequently Asked Questions

What services does Stella Wing Chung Pang offer?
Stella Wing Chung Pang specializes in Investment Management, Wealth Management.
What are Stella Wing Chung Pang's credentials?
Stella Wing Chung Pang is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stella Wing Chung Pang located?
Stella Wing Chung Pang is based in FRAMINGHAM, Massachusetts, last registered with E.P.G., INCORPORATED.
How does Stella Wing Chung Pang charge for services?
Stella Wing Chung Pang'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 E.P.G., INCORPORATED?
E.P.G., INCORPORATED has approximately 13 employees and manages $3.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →