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Angela Wang

M.m. Dillon & Co. LLC

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About Angela Wang

Angela Wang is a securities professional with M.m. Dillon & Co. LLC, a firm headquartered in Greenwich, CT. Angela has been in the financial services industry since January 31, 2024. Angela is registered with the Financial Industry Regulatory Authority (FINRA) as well as the states of California and Connecticut. Angela holds the Series 7TO, Series 63 and SIE licenses. Angela has a strong understanding of the securities industry and is committed to providing her clients with the highest level of service.

Firm Information

Angela Wang is currently registered with M.m. Dillon & Co. LLC. M.m. Dillon & Co. LLC is a Limited Liability Company formed on March 26, 2010. The firm has been approved to operate in Arizona, California, Colorado, Connecticut, Illinois, New York, and Texas. They have also been approved for one SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Angela Wang’s Registration & Firm History

CT

02/01/2024 - Present

M.m. Dillon & Co. LLC (GREENWICH CT)

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Licenses & Designations

BC

Issued 05/20/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/31/2024

Series 7TO - General Securities Representative Examination

BC

Issued 01/09/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Angela Wang.
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