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Wei-hung Yang

CRD# 4281653·Registered 2002 - 2025
Previously Registered: Being a previously registered professional could mean that Wei-hung is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Wei-hung Yang was a registered financial advisor. Wei-hung was a previously registered financial professional and started their career in finance 2002 - 2025. Wei-hung had worked at 3 firms and has passed the Series 63, SIE and Series 7 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

24 years in the financial services industry

Current & Past Employments

Past

MOMENTIX CAPITAL, INC.Past·CRD# 20130
BD
Flushing, NY
April 4, 2006 - December 15, 2025
SOGOTRADE, INC.Past·CRD# 17912
BD
Chesterfield, MO
April 11, 2003 - April 10, 2006
UNISE INVESTMENT CORP.Past·CRD# 24087
BD
Flushing, NY
February 8, 2002 - April 10, 2003

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Current Firm

MC
MOMENTIX CAPITAL, INC.

MOMENTIX CAPITAL, INC. | TRADERFIELD SECURITIES INC.

CRD#: 20130 / SEC#: 8-38086
BD
Terminated by SEC on 11/25/2025

Contact Information

Established

New York since 06/05/1987

Firm Type

Corporation

Fiscal Year End

December

Firm Size

Small

Documents

Direct owners and executive officers

NamePositionCRD#
BDM PARTNERS LLCMAJOR SHAREHOLDER—
LOONEY, TIMOTHY ANDREWFINOP2727098
MANDERSON, CRAIG MICHAELCEO2738654
SMITH, JEFFREY SCOTTCCO2492551

Disclosures

Regulatory Event

6

Arbitration

1

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Oct 2003About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Feb 2002About the Series 7 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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