XW
Xiaoyong Wang
CONSOLIDATED PORTFOLIO REVIEW CORP
Jericho, NY
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CRD#: 5336815
XW
Professional summary
Xiaoyong Wang, CFP®, who also goes by Winston Wang, XIaoyong Wang, is a registered financial advisor currently at CONSOLIDATED PORTFOLIO REVIEW CORP located in Jericho, New York and VANDERBILT SECURITIES, LLC located in Jericho , New York.
Xiaoyong is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Xiaoyong has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Winston Wang | Xiaoyong 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. Pick-A-Path Edvice LLC. Not Investment related. Start date: 10/01/2020. Address: Zoom / 35 Birchwood Park Drive, Jericho, NY 11753. Title: Consultant. Duties: I work as a consultant, providing college admissions services to the firm's clients, i.e. middle and high school students and their parents. Time spent during regular hours: 5%. 2. CHESSanity Inc. Not Investment related. Start date: 10/01/2014. Address: The entity is registered at my home address. Its primary activity, hosting chess tournaments, takes place at George Jackson Elementary School or other suitable venues as available. Title: Exectuive Director. Duties: As the Executive Director and a board member of this entity, I handle the heavy lifting for the entity and support its president (typically a high school student) and other volunteers in its mission to promote chess. Time spent during regular hours: 1%. 3. DBA: Virtus Wealth, Inc. Investment related. Start date: 01/01/2021. Address: Zoom / 35 Birchwood Park Drive, Jericho, NY 11753. Title: Managing Director. Duties: Virtus Wealth, Inc. is DBA name, through which I provide financial advice to clients. Time spent during regular hours: 70%.
CRS (Client Relationship Summary) - RIA
Click below to view Xiaoyong 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: 2010
Experience
Current
February 3, 2025 - Present
CONSOLIDATED PORTFOLIO REVIEW CORP
RIA
CRD#: 112694
Jericho, NY
Current
February 3, 2025 - Present
VANDERBILT SECURITIES, LLC
BD
CRD#: 5953
JERICHO , NY
Past
January 4, 2021 - February 3, 2025
SPIRE WEALTH MANAGEMENT, LLC
RIA
CRD#: 113908
Syosset, NY
Past
January 4, 2021 - February 3, 2025
SPIRE SECURITIES, LLC
BD
CRD#: 144131
MCLEAN, VA
Past
May 21, 2020 - December 11, 2020
MORGAN STANLEY
RIA
CRD#: 149777
JERICHO, NY
Past
June 21, 2010 - December 31, 2011
MORGAN STANLEY
RIA
CRD#: 149777
JERICHO, NY
Past
June 1, 2009 - December 11, 2020
MORGAN STANLEY
BD
CRD#: 149777
JERICHO, NY
Past
July 5, 2007 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
JERICHO, 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".
CP
CONSOLIDATED PORTFOLIO REVIEW CORP
3 DIMENSIONAL WEALTH ADVISORY | ZIRCON FINANCIAL PLANNING, LLC | VISPER WEALTH MANAGEMENT | VIRTUS WEALTH INC | VAUGHT WEALTH MANAGEMENT | SUMMIT ADVISORS NW | STREAMLINE ASSET MANAGEMENT, LLC | STRATEGIC WEALTH ENDEAVOR INC | STONEFIELD WEALTH MANAGEMENT | STOECKLEIN FINANCIAL SERVICES | STARR FINANCIAL SERVICES INC. | SEQUOIA WEALTH & RISK MANAGEMENT | SCOPO CAPITAL PLANNING | RED HORSE FINANCIAL GROUP | RANDALL WEALTH MANAGEMENT | PARAMOUNT FINANCIAL GROUP, LLC. | PACKARD ADVISORY SERVICES | NATIONAL ONE ADVISORS | MARTINSON STOLLER ADVISORS | LEGACY SOLUTIONS WEALTH MANAGEMENT LLC | HEWITT PLANNING SERVICES | HATTIG FINANCIAL COMPANY | GRANITE CANYON WEALTH | GOLDEN ELDRIDGE FINANCIAL LLC | FINANCIAL RESOURCES INC. | DELANCEY WEALTH MANAGEMENT | DALTON WEALTH GROUP | CONSOLIDATED PORTFOLIO REVIEW CORP | CHIAPPETTA FINANCIAL GROUP | CHAMBERLAIN GROUP | AMERICAN CAPITAL ADVISORS, LLC | ABRAMOVITZ WEALTH MANAGEMENT LLC | 3D WEALTH ADVISORY
CRD#: 112694 / SEC#: 801-38795
RIA
Registered Investment Advisory firm - (12/2/1991 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
Delaware(2/7/2025)
RR
Florida(2/3/2025)
RR
New Jersey(2/3/2025)
RR
New York(2/3/2025)
IAR
New York(2/3/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CP
CONSOLIDATED PORTFOLIO REVIEW CORP
3 DIMENSIONAL WEALTH ADVISORY | ZIRCON FINANCIAL PLANNING, LLC | VISPER WEALTH MANAGEMENT | VIRTUS WEALTH INC | VAUGHT WEALTH MANAGEMENT | SUMMIT ADVISORS NW | STREAMLINE ASSET MANAGEMENT, LLC | STRATEGIC WEALTH ENDEAVOR INC | STONEFIELD WEALTH MANAGEMENT | STOECKLEIN FINANCIAL SERVICES | STARR FINANCIAL SERVICES INC. | SEQUOIA WEALTH & RISK MANAGEMENT | SCOPO CAPITAL PLANNING | RED HORSE FINANCIAL GROUP | RANDALL WEALTH MANAGEMENT | PARAMOUNT FINANCIAL GROUP, LLC. | PACKARD ADVISORY SERVICES | NATIONAL ONE ADVISORS | MARTINSON STOLLER ADVISORS | LEGACY SOLUTIONS WEALTH MANAGEMENT LLC | HEWITT PLANNING SERVICES | HATTIG FINANCIAL COMPANY | GRANITE CANYON WEALTH | GOLDEN ELDRIDGE FINANCIAL LLC | FINANCIAL RESOURCES INC. | DELANCEY WEALTH MANAGEMENT | DALTON WEALTH GROUP | CONSOLIDATED PORTFOLIO REVIEW CORP | CHIAPPETTA FINANCIAL GROUP | CHAMBERLAIN GROUP | AMERICAN CAPITAL ADVISORS, LLC | ABRAMOVITZ WEALTH MANAGEMENT LLC | 3D WEALTH ADVISORY
CRD#: 112694 / SEC#: 801-38795
RIA
Registered Investment Advisory firm - (12/2/1991 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
125 Froehlich Farm Blvd., Woodbury, NY 11797
Mailing Address
Phone number
(631) 845-5100
Established
Firm type
Fiscal year end
# of Employees
44
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,821 |
| AUM (Assets Under Management) | $ 1,294,955,167 |
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.
