Huiyu Wang

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-05-12
WA	RA	APPROVED	2025-03-28

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Sammamish	WA	01/2025	Present
Rbc	Richmond		09/2018	06/2024
Cibc	Edmonton		03/2014	05/2018
Unemployed	Richmond		05/2018	09/2018
Unemployed	Sammamish	WA	06/2024	01/2025
Bank Of America, N.A.	Sammamish	WA	03/2025	Present

01/2025 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Sammamish, WA
09/2018 → 06/2024

Rbc

Richmond
03/2014 → 05/2018

Cibc

Edmonton
05/2018 → 09/2018

Unemployed

Richmond
06/2024 → 01/2025

Unemployed

Sammamish, WA
03/2025 → Present

Bank Of America, N.A.

Sammamish, WA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-03-26

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