Equitable Advisors
37yrs
Top advisor by experience in New Hyde Park
31yrs
James Wang
Financial advisor at Raymond James & Associates
Based in New Hyde Park, New York, James Wang is a fiduciary financial advisor with 31 years of industry experience. James has been with Raymond James & Associates since 2021; before that, James spent five years at Merrill. Raymond James & Associates offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 36 advisors with offices in New Hyde Park, and one of 35 fiduciaries.
At a glance
Experience31 years (since 1995)
How that compares ?Top 8% by experience in New Hyde Park
Office3333 New Hyde Park Road Suite 203, New Hyde Park, NY 11042
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$788,879
Advisors at the firm5,796
States licensed ?2 states
Services through Raymond James & Associates
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowRaymond James & Associates, Inc.Current firm
- 2000 – 2005MerrillPreviously
Contact James
Local office(516) 344-6000Ask for James. (727) 567-1000Main office · St. Petersburg, FL 3333 New Hyde Park Road Suite 203New Hyde Park, NY 11042Office · Get directions Firm websiteHTTPS://WWW.ALEXBROWN.COM
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Questions to ask James
Tailored to James’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About James
How do I contact James?
Call James’s local office at (516) 344-6000 or the Raymond James & Associates main office at (727) 567-1000, and ask for James Wang.
How long has James been a financial advisor?
James has been in the industry since 1995, about 31 years. Top 8% by experience in New Hyde Park.
What licenses does James hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is James a fiduciary?
James is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is James paid?
Raymond James & Associates reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask James for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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