Investment adviser representative · Equita Financial Network, Inc.
Szu-Han Wang
CRD 8053910 · Saratoga, CA
At a glance
Szu-Han Wang is an investment adviser representative with Equita Financial Network, Inc. in Saratoga, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Szu-Han’s SEC record dates to 2025, about 1 years ago.
Current advisory firm
- Equita Financial Network, Inc.Since March 2025Saratoga, CA · $391M in regulatory assets
SEC adviser record
- Registered since
- 2025 (1 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Szu-Han’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.