UBS Financial Services
47yrs
Top advisor by experience in Pasadena
25yrs
Ling Wang
Financial advisor at Strategic Advisers
Based in Pasadena, California, Ling Wang is a fiduciary financial advisor with 25 years of industry experience. Ling has been with Strategic Advisers since 2025; before that, Ling spent three years at Fidelity Personal and Workplace Advisors and a year at Neuberger Berman BD. Ling holds the CFP® designation.
One of 1156 advisors with offices in Pasadena, and one of 1068 fiduciaries.
At a glance
Experience25 years (since 2001)
How that compares ?Top 8% by experience at Strategic Advisers
OfficePasadena, CA
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2022 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- Jan 2005 – Aug 2005Neuberger Berman BD LLCPreviously
- Sep 2002 – Oct 2003UBS Financial Services Inc.Previously
- Sep 2001 – Sep 2002Ameriprise Financial Services, LLCPreviously
Questions to ask Ling
Tailored to Ling’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Ling
How do I contact Ling?
Call Strategic Advisers at (617) 563-7000 and ask for Ling Wang. Ling works from the Pasadena, CA office.
How long has Ling been a financial advisor?
Ling has been in the industry since 2001, about 25 years. Top 8% by experience at Strategic Advisers.
What licenses does Ling hold?
Series 66. Tap any license on this page to see what it allows.
Is Ling a fiduciary?
Ling is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ling paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Ling 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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