Zhi Wang
Professional summary
Zhi Wang is a registered financial advisor currently at GENESIS CAPITAL MANAGEMENT, LLC located in Ellicott City, Maryland.
Zhi is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Zhi has worked at 2 firms and has passed the Series 63, SIE and Series 6 exams.
At a Glance
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Zhi Wang's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 20, 2016 - Present
GENESIS CAPITAL MANAGEMENT, LLC
April 17, 2013 - November 28, 2015
TRANSAMERICA FINANCIAL ADVISORS, LLC
July 6, 2012 - November 28, 2015
TRANSAMERICA FINANCIAL ADVISORS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/20/2016)
Exams
Current Firm
GENESIS CAPITAL MANAGEMENT, LLC
CRD#: 281149 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 30 |
| AUM (Assets Under Management) | $ 1,500,000 |
Red Flags
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