Keith Wong, financial advisor Port Washington NY
89 score

Keith Wong

CRD Number: 5985348
Current Firm: Citigroup Global Markets Inc.

Keith Wong (CRD# 5985348) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Port Washington, NY and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Citigroup East Meadows, NY Jun 2014 - Current 2
Unemployed New York, NY Apr 2014 - Jun 2014 < 1
Morgan Stanley New York, NY Apr 2013 - Apr 2014 1
Unemployed New York City, NY Jul 2012 - Mar 2013 < 1
J. P. Turner & Company, LLC Brooklyn, NY Sep 2011 - Jun 2012 < 1
Unemployed Oakland Gardens, NY Jun 2011 - Sep 2011 < 1
Queens College Flushing, NY Jan 2010 - May 2011 1
Queensborough College Bayside, NY Sep 2007 - Dec 2009 2
Unemployed Oakland Garden, NY Apr 2007 - Sep 2007 < 1
Shaw Mortgage Group East Meadows, NY Dec 2006 - Apr 2007 < 1
Cape Classics Inc. New York, NY Dec 2004 - Dec 2006 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2013
Contact Info for Keith Wong
Phone Number: 212-816-6000
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    22,285
    MILLIONS
  • Total Number of Accounts
    42,945
    ACCOUNTS
  • Average Account Value
    $518,927
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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)
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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