Cheng Hao
Wang

Ubs Financial Services Inc

CRD#7651258
Investment Advisor
in Wellesley Hills, MA

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About this Advisor

Cheng Hao Wang is a financial advisor based in Wellesley Hills, Massachusetts, working with UBS Financial Services Inc. Cheng has previously held positions at UBS Financial Services Inc, Foxconn Corporation, New Century Capital Partners, Everest Homes LLC, Waterland Financial Holdings, Standard Chartered Bank (Taiwan) Limited, and Full-Time Education. Cheng has passed the Series 63 regulatory exam and is registered to provide services in New Jersey and Texas. Currently, Cheng is part of UBS Financial Services Inc, which operates out of Wellesley Hills, Massachusetts. The firm has 369 offices and 12,701 employees. The firm manages assets totaling $702.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, security rating services, and educational seminars. The fee structure at UBS Financial Services Inc includes asset-based, hourly, fixed, commission-based, and other fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Security ratings or pricing services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Office Location

55 William Street Wellesley Office Park
Wellesley Hills, MA 02481-4003

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Ubs Financial Services Inc Brokerage Details

Total Assets Under Management

$702,387,082,915

MA Average: $10,121,009,343
Total Number of Employees

12,701

MA Average: 92
Total Number of Accounts

1,093,486

MA Average: 6,978
Average Account Size

$642,338

MA Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Educational seminars/workshops

Cheng Hao Wang Work History

2022 - Present (2 years)

Ubs Financial Services Inc

2017 - 2022 (5 years)

Foxconn Corporation

2017 - 2017 (< 1 year)

New Century Capital Partners

2017 - 2017 (< 1 year)

Everest Homes LLC

2016 - 2016 (< 1 year)

Waterland Financial Holdings

2015 - 2016 (1 year)

Full-Time Education

2012 - 2014 (2 years)

Standard Chartered Bank (Taiwan) Limited

Disclosures

Please visit the SEC profile of Cheng Hao Wang to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Ubs Financial Services Inc

Hailey Van Avery
Everett, WA
Dominic Russo
Weehawken, NJ
Matthew Smith
Bethesda, MD
Vincent Andrighetto
Palo Alto, CA
Emily Puckett
Knoxville, TN
Lauren Srour
Short Hills, NJ
Jasmine Richardson
Mount Laurel, NJ
Samantha Wagner
New York, NY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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