Shirley Ank Wong

Employer firm

Emerson Equity LLC CRD 130032

$322M regulatory AUM 100 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars
• MANAGEMENT OF PRIVATE PLACEMENT LIFE INSURANCE / INSURANCE DEDICATED FUNDS (SINGLE INVESTOR PRIVATE FUNDS)

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

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

Current Employers

Employment History

• 01/2014 → 04/2024
  Ni Advisors, Inc.
  Oakland, CA
• 03/2016 → Present
  Ak Advisors, Inc.
  Daly City, CA
• 04/2024 → Present
  Emerson Equity Llc
  San Mateo, CA

Previous Registrations

• 2014-11-06 → 2024-05-16
  Ni Advisors
  Milpitas, CA
  Daly City, CA
• 2005-01-31 → 2005-09-29
  Equitable Advisors, Llc
  San Francisco, CA

Other Businesses

1)- AK ADVISORS, INC. -INVESTMENT RELATED, 333 GELLERT BLVD., STE 201, DALY CITY, CA 94015, FIXED INSURANCE, LONG TERM CARE, FIXED INDEX ANNUITY, MEDICAL INSURANCE, PROPERTY & CASUALTY INSURANCE, PRESIDENT, INSURANCE BROKER, QUOTE CLIENT PREMIUMS, PROVIDE ILLUSTRATIONS, PROCESS APPLICATIONS AND FOLLOW UP SERVICES, 40 HRS PER MONTH, ZERO HOURS PER MONTH DURING SECURITIES TRADING HOURS, 03/2016

Exams

• S66 Uniform Combined State Law Examination
  2005-01-27

Designations

• Certified Financial Planner

Other Names

• Shirley Huang
• Shirley-Ankuan Huang
• Ankuan Huang
• Shirley An Wong
• Shirley Wong
• Kuan An Huang
• Shirley Ankuan Huang