Unclaimed Profile

Wing Benny Won

CLEARVIEW WEALTH ADVISORS, LLC·SALEM, Oregon

SIE, Series 7, Series 66Clean record19 years registeredCLEARVIEW WEALTH ADVISORS, LLC

670 HAWTHORNE AVE SE, STE 250, SALEM, OR 97301CRD# 4371063Firm CRD# 305737

Profile Verification

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

Identity

Wing Benny Won · SALEM, OR

Registration

CRD #4371063 · CLEARVIEW WEALTH ADVISORS, LLC · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CLEARVIEW WEALTH ADVISORS, LLC

CLEARVIEW WEALTH ADVISORS, LLC

Nov 2019 – Jul 2022

Salem, OR

CAPSTONE WEALTH ADVISORS, LLC

Mar 2017 – Dec 2019

SALEM, OR

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Sep 2012 – Mar 2017

SALEM, OR

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Sep 2006 – Oct 2012

SALEM, OR

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · September 22, 2006

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CLEARVIEW WEALTH ADVISORS, LLC

CRD 305737 · SEC 801-117527

AUM

$175M

Regulatory assets under management

Employees

885 client accounts

Services offered by CLEARVIEW WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CLEARVIEW WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Wing Benny Won offer?

Wing Benny Won specializes in Financial Planning, Investment Management.

What are Wing Benny Won's credentials?

Wing Benny Won is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Wing Benny Won located?

Wing Benny Won is based in SALEM, Oregon, last registered with CLEARVIEW WEALTH ADVISORS, LLC.

How does Wing Benny Won charge for services?

Wing Benny Won'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 CLEARVIEW WEALTH ADVISORS, LLC?

CLEARVIEW WEALTH ADVISORS, LLC has approximately 5 employees and manages $175M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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