Christopher K. Wang

RUNNYMEDE CAPITAL MANAGEMENT

Morristown, NJ

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CRD#: 5234477

Professional summary

Christopher Kuang-hua Wang is a registered financial advisor currently at RUNNYMEDE CAPITAL MANAGEMENT INC located in Morristown, New Jersey.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Christopher has worked at 1 firm and has passed the Series 65 exam.

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 Christopher Kuang-hua Wang'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

October 16, 2006 - Present

RUNNYMEDE CAPITAL MANAGEMENT INC

RIA

CRD#: 106719

Morristown, NJ

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

California
(4/29/2024)

IAR

Louisiana
(1/24/2025)

IAR

New Jersey
(10/16/2006)

IAR

New York
(6/30/2023)

IAR

Texas
(10/26/2020)

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 65

Date: 9/8/2006

Uniform Investment Adviser Law Examination

Current Firm

RUNNYMEDE CAPITAL MANAGEMENT INC

CRD#: 106719 / SEC#: 801-42744

RIA

Registered Investment Advisory firm - (2/26/2024 Terminated)

California

Registered Investment Advisory firm - (4/29/2024 Approved)

Louisiana

Registered Investment Advisory firm - (1/9/2025 Approved)

New Jersey

Registered Investment Advisory firm - (1/2/2024 Approved)

New York

Registered Investment Advisory firm - (1/5/2024 Approved)

Texas

Registered Investment Advisory firm - (6/26/2023 Conditional Restricted)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

Morristown, NJ

Mailing Address

P.o. Box 359, Mendham, NJ 07945-0359

Phone number

(973) 267-6886

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	133
AUM (Assets Under Management)	$ 95,178,460

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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Christopher K. Wang

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Kuang-hua Wang's CRS (Customer Relationship Summary).

Certified licenses

Experience

RUNNYMEDE CAPITAL MANAGEMENT INC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/8/2006

Current Firm

RUNNYMEDE CAPITAL MANAGEMENT INC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

RUNNYMEDE CAPITAL MANAGEMENT INC

TRUST BUT VERIFY

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