Inactive

Wei Wang

Triple Summit Advisors, LLC

CRD 4833881

Claim This Profile

Employer firm

Triple Summit Advisors, LLC CRD 282764

$108M regulatory AUM 3 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Selection of other advisers

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

Current Employers

Triple Summit Advisors, Llc

Newton, MA • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-03-04
NJ	RA	APPROVED	2021-01-05
WA	RA	APPROVED	2020-01-31
TX	RA	APPROVED_RES	2017-02-16
CA	RA	APPROVED	2016-04-28
MA	RA	APPROVED	2016-04-27

NY RA
APPROVED

Since 2021-03-04
NJ RA
APPROVED

Since 2021-01-05
WA RA
APPROVED

Since 2020-01-31
TX RA
APPROVED_RES

Since 2017-02-16
CA RA
APPROVED

Since 2016-04-28
MA RA
APPROVED

Since 2016-04-27

Branch Locations

7 Playstead Road, Unit 1, Newton, MA 02458 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Triple Summit Advisors, Llc	Newton	MA	09/2015	Present

09/2015 → Present

Triple Summit Advisors, Llc

Newton, MA

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2004-08-18

S63 Uniform Securities Agent State Law Examination

2004-08-18

Designations

Certified Financial Planner
Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

FOCUS PARTNERS WEALTH, LLC

MML INVESTORS SERVICES, LLC

COMMONWEALTH FINANCIAL NETWORK

Nearby Investors

RACHEL MERI ZIBRAK

JONATHAN JAY DERBY

MARK ALAN DERBY

Nearby Offices

FOCUS PARTNERS WEALTH, LLC · Newton, MA

FOCUS PARTNERS WEALTH, LLC · Newton, MA

MML INVESTORS SERVICES, LLC · Newton, MA

More in Newton, MA

Reviews

No reviews yet

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor