Zachary Wong, financial advisor Gig Harbor WA

Zachary Wong

CRD Number: 6173543
Current Firm: Eagle Strategies LLC

Zachary Wong (CRD# 6173543) is an Investment Advisor Representative working at Eagle Strategies LLC in Gig Harbor, WA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Eagle Strategies LLC Tacoma, WA Aug 2019 - Current 2
Nylife Securities LLC Tacoma, WA Jul 2013 - Current 8
New York Life Insurance Company Tacoma, WA Apr 2013 - Current 8
Alhoa Bed & Breakfast Gig Harbor, WA Jun 2012 - Mar 2013 < 1
Cedar Lane Apt LLC Gig Harbor, WA Jun 2012 - Mar 2013 < 1
Creviston Valley Farm Gig Harbor, WA Jun 2012 - Mar 2013 < 1
University Of Washington Tacoma, WA Jan 2011 - Jun 2012 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2013
S65 NASAA Investment Advisors Law Examination Aug 2019
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Zachary M. Wong
Phone Number: (888) 695-3245
Registered State(s):
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    13,987
    MILLIONS
  • Total Number of Accounts
    66,451
    ACCOUNTS
  • Average Account Value
    $210,490
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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