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Partner and Chief Compliance Officer · Taurus Financial

Yisha Wang

CRD 6189897 · Named on Form ADV at one SEC-registered adviser

At a glance

Taurus Financial, an SEC-registered wealth manager based in Jersey City, NJ with $162 million in regulatory assets, lists Yisha Wang on its Form ADV as Partner and Chief Compliance Officer, a control person.

Firms and roles

  • Taurus FinancialPartner and Chief Compliance OfficerWealth manager · Jersey City, NJ · $162M in regulatory assets

AtlasMembers

Yisha’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Yan SunManaging Partner, Taurus Financial

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Yisha’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.