Kyle Wong (CRD# 6671817) is an Investment Advisor Representative working at Independent Financial Group, LLC in New York, NY and has over 5 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Independent Financial Group | Old Tappan, NJ | Apr 2021 - Current | 3 |
| F3 Logic, LLC | Old Tappan, NJ | Jan 2022 - May 2023 | 1 |
| Goldman Sachs & Company LLC | New York, NY | Jul 2018 - Apr 2021 | 2 |
| Colby College - Maine | Waterville, ME | Sep 2014 - May 2018 | 3 |
| Colby College | Waterville, ME | Aug 2014 - May 2018 | 3 |
| Goldman Sachs | New York, NY | Jun 2017 - Aug 2017 | < 1 |
| Colby College | Waterville, ME | Aug 2016 - Oct 2016 | < 1 |
| Goldman Sachs | Salt Lake City, UT | Jun 2016 - Aug 2016 | < 1 |
| Colby College | Waterville, ME | Aug 2015 - Nov 2015 | < 1 |
| Frank Wong | Old Tappan, NJ | Jun 2015 - Jul 2015 | < 1 |
| Phil Reicherz | Tenafly, NJ | Jul 2012 - Aug 2014 | 2 |
| Swim America | Paramus, NJ | Sep 2009 - Aug 2014 | 4 |
| Northern Valley Old Tappan High School | Old Tappan, NJ | Sep 2010 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2018 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2022 |
- NJ
- NY
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Total Assets Under Management6,751MILLIONS
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Total Number of Accounts30,369ACCOUNTS
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Average Account Value$222,295
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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