HW
Huan Wang
STRATEGIC ADVISERS LLC
SOUTH PASADENA, CA
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CRD#: 7471051
HW
Professional summary
Huan Wang, who also goes by Paige Wang, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in South Pasadena, California and FIDELITY BROKERAGE SERVICES LLC located in Pasadena, California.
Huan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Huan has worked at 7 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Paige 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)AVANTAX INSURANCE AGENCY AND/OR AVANTAX INSURANCE SERVICES POSITION: Insurance Agent NATURE: Selling insurance products approved through Avantax. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 8 START DATE: 01/15/2024 ADDRESS: 8450 Garvey Avenue, Suite 200, Rosemead CA 91770, United States DESCRIPTION: Meet with client, find insurance product needs, and provide best options. 2)TYWL Wealth Advisors LLC; Wealth Management Associate Advisor; ?We specialize in problem solving and financial/tax/retirement planning for our clients using a holistic and comprehensive approach, connecting the dots from taxation to investments, individual to business entities, and from generations to generations.?; IR; 85; 01/15/2024; 8450 Garvey Avenue Rosemead CA 91770; Supporting other Wealth Management Advisors with maintaining all aspects of client relationships, responsible for various office and administrative functions to facilitate operations, training and supervising administrative support staffs and junior advisors, advising clients on financial plans utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate.?Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives to establish investment strategies. Other duties range from building and maintaining client bases; explain and document for clients the types of services that are to be provided and the responsibilities to be taken by the financial advisor; interview clients to determine financial objectives and risk tolerance to develop a financial plan; implement financial planning recommendations; monitor financial market trends to ensure that plans are effective and to identify any necessary updates; research and investigate available investment opportunities; review client's accounts and plans regularly to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment; conduct seminars and workshops on financial planning topics; coordinate with broker-dealer to ensure full compliance; and keeping current client plans up-to-date and recruiting new clients on an ongoing basis.
CRS (Client Relationship Summary) - RIA
Click below to view Huan 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
September 26, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 123-127 South Lake Ave., Pasadena, CA 91101Office #3: 155 N Lake Avenue, Pasadena, CA 91101RIA
CRD#: 104555
SOUTH PASADENA, CA
Current
September 18, 2025 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 123-127 South Lake Ave., Pasadena, CA 91101Office #2: 155 N Lake Avenue, Pasadena, CA 91101BD
CRD#: 7784
Pasadena, CA
Past
January 9, 2024 - August 28, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
ROSEMEAD, CA
Past
January 8, 2024 - August 28, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Rosemead, CA
Past
August 11, 2023 - September 19, 2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
RIA
CRD#: 2881
LOS ANGELES, CA
Past
August 11, 2023 - September 19, 2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
LOS ANGELES, CA
Past
May 13, 2022 - April 28, 2023
SEIA
RIA
CRD#: 108163
LOS ANGELES, CA
Past
March 25, 2022 - May 2, 2023
OSAIC WEALTH, INC.
BD
CRD#: 23131
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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 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
California(9/18/2025)
IAR
California(9/26/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 3/25/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
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.
