Wing B. Won

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CRD#: 4371063

Professional summary

Being a previously registered professional could mean that this person 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.

Wing Benny Won, who also goes by Ben Won, Benny Won, W. Benny Won, was a registered financial professional .

Wing is a previously registered financial professional and started their career in finance in 2001. Wing had worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Ben Won | Benny Won | W. Benny Won

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.

CO-GUARDIAN FOR STOP-MOM; INVESTMENT RELATED; PORTLAND, OR; START DATE 10/2012; 1 HR PER MONTH; 0 HRS DURING TRADING. SKYWALKER LLC; INVESTMENT RELATED; SALEM, OR; COMMERCIAL REAL ESTATE FOR WM PRACTICE; 33.33% OWNERSHIP; START DATE 10/2013; 3 HRS PER MONTH; 0 HRS DURING TRADING.

Blog Corner

CRS (Client Relationship Summary)

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

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

Past

November 28, 2019 - July 12, 2022

CLEARVIEW WEALTH ADVISORS, LLC

RIA

CRD#: 305737

Salem, OR

Past

March 10, 2017 - December 13, 2019

CAPSTONE WEALTH ADVISORS, LLC

RIA

CRD#: 287670

SALEM, OR

Past

September 28, 2012 - March 14, 2017

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA

CRD#: 11025

SALEM, OR

Past

September 28, 2012 - March 14, 2017

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

SALEM, OR

Past

September 22, 2006 - October 2, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

SALEM, OR

Past

April 19, 2001 - October 2, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

SALEM, OR

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CLEARVIEW WEALTH ADVISORS, LLC

CRD#: 305737 / SEC#: 801-117527

RIA

Registered Investment Advisory firm - (10/21/2019 Approved)

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.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/29/2000

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 3/14/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/24/2000

General Securities Representative Examination

Current Firm

CLEARVIEW WEALTH ADVISORS, LLC

CRD#: 305737 / SEC#: 801-117527

RIA

Registered Investment Advisory firm - (10/21/2019 Approved)

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Contact information

Main Address

2035 Madrona Ave Se Ste 100, Salem, OR 97302

Mailing Address

P.o. Box 4551, Salem, OR 97302

Phone number

(503) 400-7800

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2 (10/23/2025)

Regulatory assets under management

Total Number of Accounts	872
AUM (Assets Under Management)	$ 183,736,000

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.

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Firm Stability Insights

Wing B. Won

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

CAPSTONE WEALTH ADVISORS, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

CLEARVIEW WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/29/2000

SIE

Date: 3/14/2017

Series 7

Date: 7/24/2000

Current Firm

CLEARVIEW WEALTH ADVISORS, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CLEARVIEW WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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