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SW

Scott Wang

WEALTHHOUSE ADVISORS
Livingston, NJ
Some features on this profile are disabled
CRD#: 7794226
SW

Professional summary

Scott Wang, who also goes by Scott Fuxiang Wang, is a registered financial professional currently at WEALTHHOUSE ADVISORS INC located in Livingston, New Jersey.

Scott is registered as a RR (Registered Representative) and started their career in finance in 2025. Scott has worked at 1 firm and has passed the Series 7TO, SIE and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Scott Fuxiang 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Scott Wang'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

June 2, 2025 - Present

WEALTHHOUSE ADVISORS INC

BD
CRD#: 323088
Livingston, NJ

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

General Industry/Product Exam
RR
Series 7TO
Date: 12/2/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 8/18/2023
Securities Industry Essentials Examination
Principal/Supervisory Exam
RR
Series 24
Date: 8/29/2025
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

WA
WEALTHHOUSE ADVISORS INC
WEALTHHOUSE ADVISORS INC

CRD#: 323088 / SEC#: , 8-70973

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

Main Address
17 Canoe Brook Drive, Livingston, NJ 07039
Mailing Address
17 Canoe Brook Drive, Livingston, NJ 07039
Phone number
(917) 660-6796
Established
New Jersey since 11/20/2017
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (17 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
WANG, MARJORIE WCCO, CEO6897024
BEATON, DANIEL STEWARTFINOP/PFO/POO4240769
CHEN, YUZHENCOO5626131
WANG, SCOTTGENERAL SECURITIES PRINCIPAL7794226

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

WEALTHHOUSE ADVISORS INC

CRD#: 323088Livingston, NJ

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