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Brian Anthony Wang

Capital Advantage, Inc.

Walnut Creek, CA

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Current Employers
Capital Advantage, Inc.

1855 Olympic Blvd. Ste 300, Walnut Creek, CA 94596 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-03
  • CA RA
    APPROVED
    Since 2025-01-03

Branch Locations

1855 Olympic Blvd. Ste 300, Walnut Creek, CA 94596 • 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
Allianz Global Investors San Francisco CA 07/2004 03/2018
Capital Advantage, Inc. Walnut Creek CA 06/2021 Present
Consilium Wealth Management San Ramon CA 04/2018 05/2021
  • 07/2004 → 03/2018
    Allianz Global Investors
    San Francisco, CA
  • 06/2021 → Present
    Capital Advantage, Inc.
    Walnut Creek, CA
  • 04/2018 → 05/2021
    Consilium Wealth Management
    San Ramon, CA
Previous Registrations
Designations

View on SEC IAPD

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Other Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
ROCKEFELLER FINANCIAL LLC · Walnut Creek, CA
OSAIC WEALTH, INC. · WALNUT CREEK, CA

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