Kyle Wong, financial advisor Old Tappan NJ

Kyle Wong

CRD Number: 6671817
Current Firm: Independent Financial Group, LLC

Kyle Wong (CRD# 6671817) is an Investment Advisor Representative working at Independent Financial Group, LLC in Old Tappan, NJ and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
F3 Logic, LLC Old Tappan, NJ Jan 2022 - Current < 1
Independent Financial Group Old Tappan, NJ Apr 2021 - Current 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
Contact Info for Kyle Wong
Phone Number: 858-436-3180
Firm Website: https://www.ifgsd.com
Registered State(s):
  • NJ
  • NY
By the Numbers
  • Total Assets Under Management
    6,647
    MILLIONS
  • Total Number of Accounts
    20,980
    ACCOUNTS
  • Average Account Value
    $316,813
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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