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Wenjie W
Series 63, Series 65
New York, NY
Acrylic Financial, Inc.
Wenjie Weng is a financial advisor with Acrylic Financial, Inc. in New York, NY, holding Series 63 and Series 65 licenses and 17 years of industry experience. Prior to joining Acrylic, Weng worked at MML Investors Services, LLC, Mass Mutual Life Insurance Company, Transamerica Financial Advisors, Inc., and World Financial Group. Outside of advisory work, Weng has ownership in Aimdar Advisory Group Inc., which offers various insurance products. Acrylic Financial, Inc. provides portfolio management and financial planning services to individuals, other advisers, corporations, and pooled investment vehicles, managing approximately $58.4 million in discretionary assets. The firm employs asset allocation frameworks combined with active momentum and moving-average models, offering both discretionary and non-discretionary management and access to third-party managers and alternative investments.
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