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BW

Bo Wang

WEALTHHOUSE ADVISORS
Livingston, NJ
Some features on this profile are disabled
CRD#: 2394019
BW

Professional summary

Bo Wang, who also goes by Bo J Wang, Bo Jun Wang, Bojun Wang, is a registered financial professional currently at WEALTHHOUSE ADVISORS INC located in Livingston, New Jersey.

Bo is registered as a RR (Registered Representative) and started their career in finance in 1993. Bo has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 26 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Bo J Wang | Bo Jun Wang | Bojun Wang

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Bo Wang's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 11, 2024 - Present

WEALTHHOUSE ADVISORS INC

BD
CRD#: 323088
Livingston, NJ
Past

March 15, 2019 - August 30, 2024

LANDOLT SECURITIES, INC.

BD
CRD#: 28352
Livingston, NJ
Past

April 27, 2018 - April 10, 2019

NI ADVISORS

RIA
CRD#: 134502
Asbury, NJ
Past

April 16, 2018 - April 10, 2019

NI ADVISORS

BD
CRD#: 134502
Asbury, NJ
Past

January 13, 2016 - March 16, 2018

WORLD INVESTMENTS, LLC

RIA
CRD#: 20626
ASBURY, NJ
Past

January 6, 2016 - March 16, 2018

WORLD INVESTMENTS, LLC

BD
CRD#: 20626
ASBURY, NJ
Past

September 29, 2015 - December 26, 2015

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA
CRD#: 16164
PISCATAWAY, NJ
Past

September 29, 2015 - December 26, 2015

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
PISCATAWAY, NJ
Past

October 17, 2008 - August 28, 2015

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
EDISON, NJ
Past

October 17, 2008 - August 28, 2015

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
EDISON, NJ
Past

October 20, 2004 - October 21, 2008

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA
CRD#: 16361
NEW YORK, NY
Past

October 20, 2004 - October 21, 2008

BANC OF AMERICA INVESTMENT SERVICES, INC.

BD
CRD#: 16361
NEW YORK, NY
Past

July 20, 2004 - October 20, 2004

QUICK & REILLY, INC.

RIA
CRD#: 11217
NEW YORK, NY
Past

July 20, 2004 - October 20, 2004

QUICK & REILLY, INC.

BD
CRD#: 11217
NEW YORK, NY
Past

April 23, 1999 - May 14, 2004

CHASE INVESTMENT SERVICES CORP.

RIA
CRD#: 25574
NEW YORK, NY
Past

February 28, 1997 - May 14, 2004

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
CHICAGO, IL
Past

October 29, 1993 - September 25, 1996

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
NEW YORK, NY
Past

October 29, 1993 - September 25, 1996

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(2/9/2024)
RR
Connecticut
(2/22/2024)
RR
Delaware
(3/19/2024)
RR
Florida
(5/15/2024)
RR
Maryland
(11/3/2025)
RR
Massachusetts
(6/11/2024)
RR
Nevada
(6/10/2024)
RR
New Jersey
(2/9/2024)
RR
New York
(2/20/2024)
RR
Pennsylvania
(4/25/2024)
RR
Texas
(3/20/2024)
RR
Virginia
(9/24/2024)
RR
Washington
(3/3/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/10/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 11/4/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/4/1999
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 10/28/1993
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 26
Date: 2/19/1999
Investment Company Products/Variable Contracts Principal Examination
SRO Registrations
RR
FINRA

Current Firm

WA
WEALTHHOUSE ADVISORS INC
WEALTHHOUSE ADVISORS INC

CRD#: 323088 / SEC#: , 8-70973

BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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Contact information

Main Address
17 Canoe Brook Drive, Livingston, NJ 07039
Mailing Address
17 Canoe Brook Drive, Livingston, NJ 07039
Phone number
(917) 660-6796
Established
New Jersey since 11/20/2017
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (17 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
WANG, MARJORIE WCCO, CEO6897024
BEATON, DANIEL STEWARTFINOP/PFO/POO4240769
CHEN, YUZHENCOO5626131
WANG, SCOTTGENERAL SECURITIES PRINCIPAL7794226

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

WEALTHHOUSE ADVISORS INC

CRD#: 323088Livingston, NJ

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