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MW

Michael Y. Wang

PROMETHEUS FINANCIAL ADVISORS
TAMPA, FL
Some features on this profile are disabled
CRD#: 5009004
MW

Professional summary

Michael Y Wang is a registered financial advisor currently at PROMETHEUS FINANCIAL ADVISORS, LLC located in Tampa, Florida and PROMETHEUS FINANCIAL, LLC located in Encino, California.

Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. Michael has worked at 2 firms and has passed the Series 63, Series 65, Series 82TO, Series 7TO, SIE and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

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) - RIA

Click below to view Michael Y 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®
None

Experience

Current

February 17, 2023 - Present

PROMETHEUS FINANCIAL ADVISORS, LLC

RIA
CRD#: 314653
TAMPA, FL
Current

March 27, 2024 - Present

PROMETHEUS FINANCIAL, LLC

BD
CRD#: 313712
Encino, CA

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

IAR
California
(2/17/2023)
RR
California
(4/18/2024)
RR
Florida
(2/5/2025)
IAR
Florida
(2/12/2025)
RR
New Mexico
(1/27/2026)
RR
Wisconsin
(3/17/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 4/18/2024
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 2/10/2023
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 82TO
Date: 3/29/2025
Limited Representative-Private Securities Offerings
General Industry/Product Exam
RR
Series 7TO
Date: 3/26/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 2/23/2024
Securities Industry Essentials Examination
Principal/Supervisory Exam
RR
Series 24
Date: 7/16/2025
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

PF
PROMETHEUS FINANCIAL ADVISORS, LLC
PROMETHEUS FINANCIAL ADVISORS, LLC

CRD#: 314653 / SEC#:

California
Registered Investment Advisory firm - (2/17/2023 Approved)
Florida
Registered Investment Advisory firm - (2/12/2025 Approved)
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Contact information

Main Address
Tampa, FL
Mailing Address
Phone number
(415) 272-3317
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

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

PROMETHEUS FINANCIAL ADVISORS, LLC

CRD#: 314653Tampa, FL

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