Sang Wong
Mercury Financial Advisors · Albany, New York
Sang Wong is a fee-only financial advisor at Mercury Financial Advisors in Albany, New York, who holds the CFA credential. Mercury Financial Advisors reports charging fixed fees on its Form ADV.
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Facts
| Firm | Mercury Financial Advisors |
|---|---|
| Based in | Albany, New York |
| Fee model (firm's Form ADV) | Fixed fees |
| Assets under management | $23M across 16 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in NY · CRD 3024980 |
| Exams passed | Series 63 (1998) · Series 65 (2012) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.mercuryfinadv.com |
How Sang's firm compares
- Mercury Financial Advisors's average account is about $1.4 million, from its Form ADV (assets managed divided by 16 accounts).
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Questions about Sang
Is Sang Wong a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sang holds no broker registration, and Mercury Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Sang charge for financial advice?
Sang's firm, Mercury Financial Advisors, reports charging fixed fees on its SEC Form ADV.
Where is Sang Wong based?
Sang Wong is based in Albany, New York.
What credentials does Sang Wong hold?
Sang Wong holds the CFA credential.
Is Sang Wong registered with the SEC?
Yes. Sang Wong is registered as an investment adviser representative in NY (CRD 3024980), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Mercury Financial Advisors manage?
Mercury Financial Advisors reports $23M across 16 accounts in assets under management.
How do I contact Sang Wong?
Through Sang's website, www.mercuryfinadv.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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