Bing Cao

SKY VISION WEALTH MANAGEMENT

IRVINE, CA 92620

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CRD#: 7223374

Professional summary

Bing Cao, who also goes by Bin Cao, is a registered financial advisor currently at SKY VISION WEALTH MANAGEMENT CORP. located in Irvine, California.

Bing is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Bing has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bin Cao

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.

Name: Egret Wealth Group LLC Not investment related Address: 2833 Maricopa Street, Torrance, CA90503 Nature of the business: life and health insurance sales and services Position: Founder and CEO Start date: 02/24/2023 Hours: 80/month Duties: I am the only employee and responsible for all the work such as business development and services, etc.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bing Cao'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

May 14, 2024 - Present

SKY VISION WEALTH MANAGEMENT CORP.

Office #1: 780 Roosevelt Unit 211, Irvine, CA 92620

RIA

CRD#: 317320

IRVINE, CA

Past

June 1, 2021 - October 7, 2022

PLATINUM ECO CAPITAL, LLC

RIA

CRD#: 305903

Rancho Palos Verdes, CA

Past

March 5, 2020 - June 16, 2021

HERCULES INVESTMENTS

RIA

CRD#: 304719

LOS ANGELES, CA

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".

SKY VISION WEALTH MANAGEMENT CORP.

CRD#: 317320 / SEC#: 801-123010

RIA

Registered Investment Advisory firm - (1/10/2022 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.

Highlighted states indicate IAR registrations

IAR

California
(5/14/2024)

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: 3/5/2020

Uniform Investment Adviser Law Examination

Current Firm

SKY VISION WEALTH MANAGEMENT CORP.

CRD#: 317320 / SEC#: 801-123010

RIA

Registered Investment Advisory firm - (1/10/2022 Approved)

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Contact information

Main Address

780 Roosevelt Unit 211, Irvine, CA 92620

Mailing Address

Phone number

(626) 437-1436

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SKY VISION WEALTH MANAGEMENT CORP. FIRM BROCHURE - FORM ADV PART 2A (3/30/2025)

Regulatory assets under management

Total Number of Accounts	77
AUM (Assets Under Management)	$ 105,972,255

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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Bing Cao

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bing Cao's CRS (Customer Relationship Summary).

Certified licenses

Experience

SKY VISION WEALTH MANAGEMENT CORP.

PLATINUM ECO CAPITAL, LLC

HERCULES INVESTMENTS

Primary Firm SEC Registration

SKY VISION WEALTH MANAGEMENT CORP.

State Registrations and Notice Filings

Exams

Series 65

Date: 3/5/2020

Current Firm

SKY VISION WEALTH MANAGEMENT CORP.

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SKY VISION WEALTH MANAGEMENT CORP.

TRUST BUT VERIFY

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