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Baishi Wang

Edward Jones

Briarcliff Manor, NY

CRD 6551119

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-04-04
MO RA APPROVED 2019-06-13
  • NY RA
    APPROVED
    Since 2021-04-04
  • MO RA
    APPROVED
    Since 2019-06-13

Branch Locations

160 N State Rd #102, Briarcliff Manor, NY 10510-1403 • 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
OrganizationCityStateFromTo
Ladenburg Thalmann & Co., Inc. New York NY 10/2015 05/2019
Edward Jones St.LOuis MO 06/2019 Present
  • 10/2015 → 05/2019
    Ladenburg Thalmann & Co., Inc.
    New York, NY
  • 06/2019 → Present
    Edward Jones
    St.LOuis, MO
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-11-28
  • S66 Uniform Combined State Law Examination
    2016-11-28
Designations
  • Certified Financial Planner
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

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STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Nearby Investors

KATHRYN E PALAO
JOSEPH ANTHONY PASSANITI
MASATO MICHAEL TANI

Nearby Offices

CETERA INVESTMENT ADVISERS LLC · BRIARCLIFF MANOR, NY
STATE FARM INVESTMENT MANAGEMENT CORP. · BRIARCLIFF MANOR, NY
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Briarcliff Manor, NY

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