Xiaoyong
Wang

Spire Wealth Management, LLC

CRD#5336815
Investment Advisor
in Syosset, NY

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About this Advisor

Xiaoyong Wang is a financial advisor working in Syosset, New York, with 2 years of industry experience. Wang is currently employed by Spire Wealth Management, LLC. During their career, Wang has held roles at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association and Spire Investment Partners. Wang maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can serve investors in New York. Spire Wealth Management, LLC is a company that has its headquarters in Mc Lean, VA. The firm has offices in 45 locations and a total of 138 people on staff. It administers $4 billion in total assets across its 14,882 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises 35 charitable organizations. Of its 14,882 client accounts, just 1% belong to high-net-worth clients who have more than $1 million in investable assets. The company has a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees charged by financial advisors typically vary depending on which service is offered. Fee types billed by Spire Wealth Management, LLC can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

6800 Jericho Turnpike Suite 120W
Syosset, NY 11791

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Spire Wealth Management, LLC Brokerage Details

Total Assets Under Management

$3,880,542,514

NY Average: $1,835,309,194
Total Number of Employees

138

NY Average: 32
Total Number of Accounts

14,882

NY Average: 1,458
Average Account Size

$260,754

NY Average: $1,258,785

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Xiaoyong Wang Work History

Xiaoyong has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Spire Investment Partners

2015 - 2020 (5 years)

Morgan Stanley Private Bank, National Association

2009 - 2020 (11 years)

Morgan Stanley Smith Barney

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Xiaoyong 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 Spire Wealth Management, LLC

Courtney Smith
Mc Lean, VA
Mark Doughty
Mc Lean, VA
Christopher Pratt
Bethesda, MD
Marcus Malone
Mc Lean, VA
Michael Erbaio
Fort Lauderdale, FL
Scott Aabel
Mc Lean, VA
Scott Fewin
Charlotte, NC
David Canham
Alexandria, VA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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