Pei-Jye Wang

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2008 → Present
  Rich Eternity Llc
  Flushing, NY
• 12/2009 → 01/2024
  Woodbury Financial Services
  Flushing, NY
• 01/2024 → Present
  Osaic Wealth, Inc.
  Glen Head, NY

Previous Registrations

• 2021-04-22 → 2024-01-19
  Woodbury Financial Services, Inc.
  Flushing, NY
  Poughquag, NY
  Glen Head, NY
• 2008-08-21 → 2009-12-01
  Usa Wealth Management Llc
  Flushing, NY

Other Businesses

1. RICH ETERNITY LLC POSITION: G.M. NATURE: IT IS AN LLC. IT ONLY FOCUS ON ESTATE PLANNING AND SELLING FIX LIFE INS. IT IS NON INVESTMENT RELATED. INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 100 START DATE: 01/01/2008 ADDRESS: 45 Scudders Lane, Glen Head NY 11545, United States DESCRIPTION: HELPING CLIENTS DO THEIR ESTATE PLANNING. 2. PEI JYE WANG-RENTAL PROPERTY POSITION: owner NATURE: sole pro.Rental Property (5 Family mix used office total 6 units ) INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 02/28/1998 ADDRESS: 140-17 33rd ave, Flushing NY 11354, United States DESCRIPTION: Deal with tenants and collect rent.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-12-14
• S63 Uniform Securities Agent State Law Examination
  2000-02-25

Other Names

• Michael Wang