XW
Xing Wang
BLUESPHERE ADVISORS LLC
Long Island City, NY 11101
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CRD#: 5326713
XW
Professional summary
Xing Wang, who also goes by Adam Wang, is a registered financial advisor currently at BLUESPHERE ADVISORS LLC located in Long Island City, New York and LIGHT HORSE SECURITIES, INC located in New York, New York.
Xing is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Xing has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 34, Series 3 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Adam 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.
1) Bluephere Advisors LLC- Assist with Business Growth Strategy and Operation Enhancement. The approximate time spend on this OBA is 3 hours a month, all outside business hours. No compensation is earned from this activity. This OBA started on 12/2020. 2) Ainvest Fintech Inc- (affiliated entity)- Executive committee member- Assist with Business strategy, product planning, and consulting on partnership development. Approximately 20 hours a week is dedicated to this OBA with most of the time spend is outside working hours, either in the early morning and evening. This OBA officially began on 1/2025.
CRS (Client Relationship Summary) - RIA
Click below to view Xing 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
December 3, 2020 - Present
BLUESPHERE ADVISORS LLC
Office #1: 2-17 51st Ave Apt#609, Long Island City, NY 11101RIA
CRD#: 283972
Long Island City, NY
Current
August 30, 2021 - Present
LIGHT HORSE SECURITIES, INC
Office #1: 330 7th Ave Suite 902, New York, NY 10001Office #2: 330 7th Ave Suite 902, New York, NY 10001BD
CRD#: 120242
New York, NY
Past
July 20, 2015 - August 12, 2021
LIME TRADING CORP
BD
CRD#: 11826
NEW YORK, NY
Past
July 10, 2007 - June 6, 2008
G-2 TRADING,LLC
BD
CRD#: 44018
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".
BA
BLUESPHERE ADVISORS LLC
BLUESPHERE ADVISORS LLC
CRD#: 283972 / SEC#: 801-117413
RIA
Registered Investment Advisory firm - (9/26/2019 Approved)Delaware
Registered Investment Advisory firm - (10/2/2019 Terminated)New Jersey
Registered Investment Advisory firm - (10/3/2019 Terminated)Pennsylvania
Registered Investment Advisory firm - (11/14/2019 Terminated)Texas
Registered Investment Advisory firm - (10/1/2019 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.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
New York(7/29/2021)
RR
New York(8/30/2021)
IAR
Pennsylvania(12/3/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
BA
BLUESPHERE ADVISORS LLC
BLUESPHERE ADVISORS LLC
CRD#: 283972 / SEC#: 801-117413
RIA
Registered Investment Advisory firm - (9/26/2019 Approved)Delaware
Registered Investment Advisory firm - (10/2/2019 Terminated)New Jersey
Registered Investment Advisory firm - (10/3/2019 Terminated)Pennsylvania
Registered Investment Advisory firm - (11/14/2019 Terminated)Texas
Registered Investment Advisory firm - (10/1/2019 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2108 Dekalb Pike, East Norriton, PA 19401
Mailing Address
Phone number
(610) 277-1515
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (13 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,219 |
| AUM (Assets Under Management) | $ 445,136,606 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
