PLATO WANG is an investment adviser representative (IAR) with state registration records since 2015, appearing at 3 firms. Currently registered with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
| Firm | From | To | Current |
|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2025-08-29 | present | Yes |
| STRATEGIC ADVISERS LLC | 2025-03-31 | 2025-08-14 | — |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2020-09-23 | 2025-03-31 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2015-02-10 | 2020-08-31 | — |