AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
WY

Wei-hung Yang

MOMENTIX CAPITAL
Flushing, NY 11354
Some features on this profile are disabled
CRD#: 4281653
WY

Professional summary


Wei-hung Yang is a registered financial professional currently at MOMENTIX CAPITAL, INC. located in Flushing, New York.

Wei-hung is registered as a RR (Registered Representative) and started their career in finance in 2002. Wei-hung has worked at 3 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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 Wei-hung Yang'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

April 4, 2006 - Present

MOMENTIX CAPITAL, INC.

Office #1: 33-70prince Street Suite 805, Flushing, NY 11354
BD
CRD#: 20130
Flushing, NY
Past

April 11, 2003 - April 10, 2006

SOGOTRADE, INC.

BD
CRD#: 17912
CHESTERFIELD, MO
Past

February 8, 2002 - April 10, 2003

UNISE INVESTMENT CORP.

BD
CRD#: 24087
FLUSHING, NY

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 10/16/2003
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


MC
MOMENTIX CAPITAL, INC.
MOMENTIX CAPITAL, INC. | TRADERFIELD SECURITIES INC.

CRD#: 20130 / SEC#: , 8-38086

BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
1 Bethany Road Suite 36, Hazlet, NJ 07730
Mailing Address
1 Bethany Road Suite 36, Hazlet, NJ 07730
Phone number
(718) 554-6677
Established
New York since 06/05/1987
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


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

Disclosures


Regulatory Event5

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


MOMENTIX CAPITAL, INC.

CRD#: 20130Flushing, NY 11354

TRUST BUT VERIFY

Monitor Wei-hung Yang

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Richard Gaspare Dragotta
Richard DragottaAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
Paramus, NJ
Peter Faulkner Kettle
Peter KettleAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Brooklyn, NY
Diane E Finnerty
Diane FinnertyAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
New York, NY
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics