TW
Tienchia Wang
INNOVATIVE ADVISORY GROUP
Lexington, MA 02420
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CRD#: 4803112
TW
Professional summary
Tienchia Wang, who also goes by Jack Wang, Tien-jia Wang, is a registered financial advisor currently at INNOVATIVE ADVISORY GROUP located in Lexington, Massachusetts.
Tienchia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Tienchia has worked at 5 firms and has passed the Series 65, Series 66 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jack Wang | Tien-Jia 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.
Independent Insurance Producer in the Commonwealth of Massachusetts (Insurance License #: 8426024)
CRS (Client Relationship Summary) - RIA
Click below to view Tienchia 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®
NoneExperience
Current
May 4, 2021 - Present
INNOVATIVE ADVISORY GROUP
Office #1: 394 Lowell Street, Suite 8, Lexington, MA 02420RIA
CRD#: 146618
Lexington, MA
Past
July 2, 2007 - December 31, 2008
ON INVESTMENT MANAGEMENT CO
RIA
CRD#: 105662
ANDOVER, MA
Past
June 27, 2007 - December 31, 2008
THE O.N. EQUITY SALES COMPANY
BD
CRD#: 2936
CHELMSFORD, MA
Past
September 27, 2005 - June 28, 2007
PFS INVESTMENTS INC.
BD
CRD#: 10111
NASHUA, NH
Past
September 24, 2004 - April 5, 2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
BURLINGTON, MA
Past
August 20, 2004 - April 5, 2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
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".
IA
INNOVATIVE ADVISORY GROUP
INNOVATIVE ADVISORY GROUP | NUA ADVISORS, LLC | NUA ADVISORS | INNOVATIVE ADVISORY GROUP, LLC
CRD#: 146618 / SEC#: 801-122046
RIA
Registered Investment Advisory firm - (10/28/2021 Approved)Arizona
Registered Investment Advisory firm - (11/4/2021 Terminated)Connecticut
Registered Investment Advisory firm - (12/18/2013 Terminated)Florida
Registered Investment Advisory firm - (9/21/2011 Terminated)Maine
Registered Investment Advisory firm - (11/8/2021 Terminated)Massachusetts
Registered Investment Advisory firm - (11/4/2021 Terminated)Minnesota
Registered Investment Advisory firm - (11/9/2021 Terminated)New Hampshire
Registered Investment Advisory firm - (12/10/2021 Terminated)New Jersey
Registered Investment Advisory firm - (11/4/2021 Terminated)New York
Registered Investment Advisory firm - (11/4/2021 Terminated)Ohio
Registered Investment Advisory firm - (12/7/2011 Terminated)South Carolina
Registered Investment Advisory firm - (11/4/2021 Terminated)Texas
Registered Investment Advisory firm - (11/4/2021 Terminated)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.Highlighted states indicate IAR registrations
IAR
Massachusetts(5/4/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
IA
INNOVATIVE ADVISORY GROUP
INNOVATIVE ADVISORY GROUP | NUA ADVISORS, LLC | NUA ADVISORS | INNOVATIVE ADVISORY GROUP, LLC
CRD#: 146618 / SEC#: 801-122046
RIA
Registered Investment Advisory firm - (10/28/2021 Approved)Arizona
Registered Investment Advisory firm - (11/4/2021 Terminated)Connecticut
Registered Investment Advisory firm - (12/18/2013 Terminated)Florida
Registered Investment Advisory firm - (9/21/2011 Terminated)Maine
Registered Investment Advisory firm - (11/8/2021 Terminated)Massachusetts
Registered Investment Advisory firm - (11/4/2021 Terminated)Minnesota
Registered Investment Advisory firm - (11/9/2021 Terminated)New Hampshire
Registered Investment Advisory firm - (12/10/2021 Terminated)New Jersey
Registered Investment Advisory firm - (11/4/2021 Terminated)New York
Registered Investment Advisory firm - (11/4/2021 Terminated)Ohio
Registered Investment Advisory firm - (12/7/2011 Terminated)South Carolina
Registered Investment Advisory firm - (11/4/2021 Terminated)Texas
Registered Investment Advisory firm - (11/4/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
394 Lowell Street, Suite 8, Lexington, MA 02420
Mailing Address
Po Box 750073, Arlington, MA 02475
Phone number
(781) 577-2782
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (21 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 790 |
| AUM (Assets Under Management) | $ 160,500,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
INNOVATIVE ADVISORY GROUP
CRD#: 146618Lexington, MA 02420TRUST BUT VERIFY
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