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JW

Jimmy A. Wang

CORSAIR ADVISORS
New York, NY 10022
Some features on this profile are disabled
CRD#: 6177810
JW

Professional summary

Jimmy Akashi Wang is a registered financial professional currently at CORSAIR ADVISORS LLC located in New York, New York.

Jimmy is registered as a RR (Registered Representative) and started their career in finance in 2014. Jimmy has worked at 1 firm and has passed the Series 63, SIE, Series 7, Series 14 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
No

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) - BD

Click below to view Jimmy Akashi 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

January 7, 2014 - Present

CORSAIR ADVISORS LLC

Office #1: 550 Madison Avenue 27th Floor, New York, NY 10022
BD
CRD#: 164469
New York, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

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
New York
(8/17/2015)

Exams

State Security Law Exam
RR
Series 63
Date: 8/17/2015
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/7/2014
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
RR
Series 24
Date: 6/5/2015
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

CA
CORSAIR ADVISORS LLC
CORSAIR ADVISORS LLC

CRD#: 164469 / SEC#: , 8-69103

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information

Main Address
550 Madison Avenue 27th Floor, New York, NY 10022
Mailing Address
550 Madison Avenue 27th Floor, New York, NY 10022
Phone number
(212) 224-9400
Established
Delaware since 01/11/2011
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)

Documents

Direct owners and executive officers

NamePositionCRD#
CORSAIR CAPITAL, L.P.SOLE MEMBER
JAYANTI, DHARMA TEJA IGNACIOCHIEF EXECUTIVE OFFICER2633264
ROTHENBERG, SHARI PFINOP6590875
WANG, JIMMY AKASHICHIEF COMPLIANCE OFFICER6177810

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

CORSAIR ADVISORS LLC

CRD#: 164469New York, NY 10022

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