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Andrew Tang

Investment Adviser Representative at Turner Financial Group, Inc.

Northvale, NJCRD #3157581Investment Adviser Representative
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
27 yrs
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Andrew Tang is an investment adviser representative with Turner Financial Group, Inc. in Northvale, NJ, where they have been registered since 2021. They have worked in the securities industry since 1999 and have been registered with 5 firms, including Claraphi Advisory Network, LLC and Arete Wealth Advisors, LLC. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Alabama, Florida, and New York.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Alabama, Florida, New York

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 10/21/2000
Series 63
Uniform Securities Agent State Law Examination
Passed 6/21/1999
SIE
Securities Industry Essentials Examination
Passed 9/7/2016
Series 7
General Securities Representative Examination
Passed 6/9/1999
Series 24
General Securities Principal Examination
Passed 8/20/2007

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Turner Financial Group, Inc.Current
5/4/2021 – Northvale, NJ
Claraphi Advisory Network, LLC
8/30/2013 – 1/29/2021New York, NY
Arete Wealth Advisors, LLC
1/7/2021 – 1/25/2021Long Island City, NY
National Asset Management, Inc.
9/21/2004 – 8/6/2013New York, NY
Wachovia Securities Financial Network, Inc.
6/5/2002 – 12/14/2002New York, NY

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Claraphi Advisory Network, LLC
    Aug 2013 – Jan 2021New York, NY
  2. Arete Wealth Advisors LLC
    Jan 2021 – Jan 2021Chicago, IL
  3. Turner Financial Group, Inc.
    Feb 2021 – no end date reportedPace, FL

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Turner Financial Group, Inc.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
  • Other

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Personalized financial services including investing to build wealth, protect family, or preserve assets; retirement planning; and guidance on investment ideas and long-term financial goals.

Financial PlanningPortfolio Management for Individuals and Small BusinessesSelection of Other AdvisersEducational Seminars and Workshops
Firm areas of expertise
Retirement PlanningWealth BuildingAsset PreservationSocially Conscious InvestingFinancial Planning

Client types the firm serves

IndividualsHigh Net WorthCharitable OrganizationsCorporations

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
9
Offices listed on AdvisorFinder:
5
Main office:
Pace, FL
SEC file number:
801-129021

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of June 11, 2026

View full firm profile

Other advisors at Turner Financial Group, Inc.

8 other advisors in the directory

View Turner Financial Group, Inc. firm profile

Similar advisors in Northvale, NJ

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Andrew Tang has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Andrew Tang (Turner Financial Group) - Fees & Credentials