Morgan Stanley
47yrs
Top advisor by experience in New York
2yrs
David Wang
Financial advisor at Equitable Advisors
David Wang has worked in the financial industry for 2 years and is a fiduciary financial advisor based in New York, New York. David joined Equitable Advisors in 2025, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 15440 advisors with offices in New York, and one of 14018 fiduciaries.
At a glance
Experience2 years (since 2025)
How that compares ?2 years in the industry
Office1290 Avenue Of The Americas 4th Floor, New York, NY 10104
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$609,299
Advisors at the firm4,656
States licensed ?1 state
Services through Equitable Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
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.
Series 66Uniform Combined State Law Examination
Career
- Mar 2025 – nowEquitable Advisors, LLCCurrent firm
Contact David
Local office(212) 541-1844Ask for David. (212) 314-4600Main office 1290 Avenue Of The Americas 4th FloorNew York, NY 10104Office · Get directions LinkedIn pageEquitable Advisors
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Questions to ask David
Tailored to David’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 David
How do I contact David?
Call David’s local office at (212) 541-1844 or the Equitable Advisors main office at (212) 314-4600, and ask for David Wang.
How long has David been a financial advisor?
David has been in the industry since 2025, about 2 years. 2 years in the industry.
What licenses does David hold?
Series 66. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Equitable Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask David 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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