Ameriprise Financial Services
40yrs
Top advisor by experience in Piscataway
22yrs
Yan Wang
Financial advisor at Transamerica Financial Advisors
At a glance
Experience22 years (since 2004)
How that compares ?Top 12% by experience in Piscataway
Office31 Stelton Rd. #5, Piscataway, NJ 08854
How the firm is paid ?Percent of assets
States licensed ?2 states
Services through Transamerica Financial Advisors
Investment management for individuals and small businessesChoosing other investment managers
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.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2014 – nowTransamerica Financial Advisors, LLCCurrent firm
Questions to ask Yan
Tailored to Yan’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- 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 Yan
How do I contact Yan?
Call Transamerica Financial Advisors at 770-248-3271 and ask for Yan Wang. Yan works from the Piscataway, NJ office.
How long has Yan been a financial advisor?
Yan has been in the industry since 2004, about 22 years. Top 12% by experience in Piscataway.
What licenses does Yan hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Yan a fiduciary?
Yan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Yan paid?
Transamerica Financial Advisors reports being paid by a percentage of the assets they manage. Ask Yan for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Princeton Global Asset Management
19yrs
Top 18% by experience in Piscataway
Citizens Securities
19yrs
Top 24% by experience in Piscataway
J.p. Morgan Securities
17yrs
More experience than 74% of advisors at J.p. Morgan Securities
Transamerica Financial Advisors
15yrs
More experience than 65% of advisors in Piscataway
Wells Fargo Advisors
14yrs
More experience than 59% of advisors in Piscataway