Wells Fargo Advisors
47yrs
Top advisor by experience in Irvine
7yrs
Ran Wang
Financial advisor at Merrill
Ran Wang is a fiduciary financial advisor in Irvine, California, with 7 years in the industry. Ran joined Merrill in 2024, after a year at Eagle Strategies. Merrill offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.
One of 1708 advisors with offices in Irvine, and one of 1570 fiduciaries.
At a glance
Experience7 years (since 2020)
How that compares ?7 years in the industry
Office100 Spectrum Center Dr, Irvine, CA 92618
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill
Investment 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
- 2024 – nowMerrillCurrent firm
- Jun 2023 – Jul 2023MerrillPreviously
- Jul 2022 – Aug 2022MerrillPreviously
- Jul 2021 – May 2022Eagle Strategies LLCPreviously
Questions to ask Ran
Tailored to Ran’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 Ran
How do I contact Ran?
Call Ran’s local office at (949) 859-2900 or the Merrill main office at (800) 637-7455, and ask for Ran Wang.
How long has Ran been a financial advisor?
Ran has been in the industry since 2020, about 7 years. 7 years in the industry.
What licenses does Ran hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Ran a fiduciary?
Ran is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ran paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Ran 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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