Lisa Peng Miao Yi Wong

Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 advisory clients

Reported services (Item 5G)

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

• 09/1999 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 09/1999 → Present
  Equitable Advisors, Llc
  New York, NY

Other Businesses

DAVID J. LOUIS INSURANCE INC. PROPERTY INSURANCE, BROKER START DATE: 2003 1-3 HRS/MO $100 COMPENSATION VARIOUS INSURANCE BROKER CONTRACTS; Teaching Tai Chi, Young Israel of Forest Hills Senior League, 6807 Burns Street Forest Hills NY 11375, started 6/1/23, 4hr/mo.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-10-09
• S63 Uniform Securities Agent State Law Examination
  1992-05-29

Other Names

• Miao Yi Wong