Wei Wang

Employer firm

Eagle Strategies LLC CRD 110826

$32.0B regulatory AUM 6,662 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• 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

• 05/2016 → 12/2017
  Abacus Financial Strategies Llc
  Houston, TX
• 07/2017 → Present
  New York Life Insurance Co.
  Houston, TX
• 12/2017 → Present
  Nylife Securities Llc
  Houston, TX
• 05/2022 → Present
  Eagle Strategies Llc
  Houston, TX
• 07/2025 → Present
  Abacus Financial Strategies Llc
  Houston, TX

Other Businesses

[OPERATING UNDER THE DBA NAME OF Abacus Financial Strategies LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; HOUSTON TX; START DATE: 07/2025][Insurance Brokering; APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 11 Greenway Plaza Suite 1458, Houston, TX 77046; Start Date 07/2025; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 0 hours per month during securities trading hours]

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-04-20
• S63 Uniform Securities Agent State Law Examination
  2019-01-20

Other Names

• Rena Wang