Unclaimed Profile

Steven Shihyu Wang

EISNERAMPER WEALTH MANAGEMENT & CORPORATE BENEFITS, LLC·ISELIN, New Jersey

SIE, Series 7, Series 24, Series 66, Series 82TOCFAClean record22 years registeredEISNERAMPER WEALTH MANAGEMENT & CORPORATE BENEFITS, LLC

111 WOOD AVENUE SOUTH, ISELIN, NJ 08830CRD# 4684662Firm CRD# 121863

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Steven Shihyu Wang · ISELIN, NJ

Registration

CRD #4684662 · EISNERAMPER WEALTH MANAGEMENT & CORPORATE BENEFITS, LLC · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: EISNERAMPER WEALTH MANAGEMENT & CORPORATE BENEFITS, LLC

PROSPERITY - AN EISNERAMPER COMPANY

Feb 2024 – Dec 2024

ISELIN, NJ

EISNERAMPER WEALTH MANAGEMENT & CORPORATE BENEFITS, LLC

Apr 2008 – Feb 2024

ISELIN, NJ

AMPER FINANCIAL SERVICES, LLC

Nov 2005 – Feb 2006

BRIDGEWATER, NJ

SECURITIES AMERICA ADVISORS, INC.

Sep 2003 – Apr 2008

BRIDGEWATER, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Series 82TO

Registration record

First registered · September 26, 2003

Years registered · 22

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EISNERAMPER WEALTH MANAGEMENT & CORPORATE BENEFITS, LLC

CRD 121863 · SEC 801-69518

AUM

$1.3B

Regulatory assets under management

Employees

2,146 client accounts

Services offered by EISNERAMPER WEALTH MANAGEMENT & CORPORATE BENEFITS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at EISNERAMPER WEALTH MANAGEMENT & CORPORATE BENEFITS, LLC →

Introduction

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Frequently Asked Questions

What services does Steven Shihyu Wang offer?

Steven Shihyu Wang specializes in Financial Planning, Investment Management, Wealth Management.

What are Steven Shihyu Wang's credentials?

Steven Shihyu Wang holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Steven Shihyu Wang located?

Steven Shihyu Wang is based in ISELIN, New Jersey, last registered with EISNERAMPER WEALTH MANAGEMENT & CORPORATE BENEFITS, LLC.

How does Steven Shihyu Wang charge for services?

Steven Shihyu Wang's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EISNERAMPER WEALTH MANAGEMENT & CORPORATE BENEFITS, LLC?

EISNERAMPER WEALTH MANAGEMENT & CORPORATE BENEFITS, LLC has approximately 29 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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