Ling L. Wang
STRATEGIC ADVISERS LLC | Financial Consultant
PASADENA, CA
Some features on this profile are disabled
CRD#: 4445960
Professional summary
Ling Ling Wang, CFP®, who also goes by Linda Wang, Ling Ling Wang, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Pasadena, California and FIDELITY BROKERAGE SERVICES LLC located in Pasadena, California.
Ling is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Ling has worked at 9 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
When we meet, my goal is to understand where you are now in your financial journey, how you got here, and where you'd like to go next. We'll talk about what the ideal looks like for you, then design a financial plan to get you there. I see our relationship as a partnership where open communication is encouraged so I can ensure we are creating a plan with financial strategies that will navigate towards the future you envision.
Question & Answer
What are your service offerings?
Retirement Planning
Insurance Planning
Investment Planning
Comprehensive Financial Planni...
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
Linda Wang | Ling Ling 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.
CRS (Client Relationship Summary) - RIA
Click below to view Ling Ling Wang's 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®
CFP®
Start date: 2012
Education
University of California, Riverside
Bachelor of Science (BS) - Business Administration
2000
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 123-127 South Lake Ave., Pasadena, CA 91101Office #3: 155 N Lake Avenue, Pasadena, CA 91101RIA
CRD#: 104555
PASADENA, CA
Current
May 23, 2022 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 123-127 South Lake Ave., Pasadena, CA 91101Office #2: 155 N Lake Avenue, Pasadena, CA 91101BD
CRD#: 7784
Pasadena, CA
Past
June 2, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
PASADENA, CA
Past
May 18, 2007 - April 1, 2022
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
BD
CRD#: 20472
PASADENA, CA
Past
September 13, 2005 - March 12, 2007
METLIFE INVESTORS DISTRIBUTION COMPANY
BD
CRD#: 107622
IRVINE, CA
Past
January 31, 2005 - August 5, 2005
NEUBERGER BERMAN BD LLC
RIA
CRD#: 2908
NEW YORK, NY
Past
January 18, 2005 - August 5, 2005
NEUBERGER BERMAN BD LLC
BD
CRD#: 2908
NEW YORK, NY
Past
April 8, 2004 - December 10, 2004
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
WEEHAWKEN, NJ
Past
September 19, 2002 - October 15, 2003
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
NEWPORT BEACH, CA
Past
September 19, 2002 - October 15, 2003
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
WEEHAWKEN, NJ
Past
September 25, 2001 - September 13, 2002
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
IRVINE, CA
Past
September 7, 2001 - September 13, 2002
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
September 7, 2001 - September 13, 2002
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.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
Alaska(3/25/2023)
RR
Arizona(3/25/2023)
RR
California(5/23/2022)
IAR
California(3/31/2025)
RR
Colorado(3/25/2023)
RR
Florida(2/28/2023)
RR
Georgia(3/25/2023)
RR
Hawaii(3/25/2023)
RR
Idaho(7/14/2023)
RR
Maryland(1/6/2023)
RR
Massachusetts(2/28/2023)
RR
Nevada(3/25/2023)
RR
New Jersey(4/16/2025)
RR
New York(3/5/2025)
RR
North Dakota(2/28/2023)
RR
Oklahoma(5/19/2023)
RR
Oregon(9/27/2023)
RR
South Dakota(2/28/2023)
RR
Tennessee(1/6/2023)
RR
Texas(3/25/2023)
IAR
Texas(3/31/2025)
RR
Washington(12/20/2022)
RR
Wisconsin(9/20/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)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
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
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
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Pasadena, CATRUST BUT VERIFY
Monitor Ling Wang
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
