Michael Wong (CRD# 7637909) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in San Gabriel, CA and has 1 year of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments LLC | Westlake, TX | Mar 2022 - Current | 2 |
| Louisiana State University - Shreveport | Shreveport, LA | Jan 2022 - Sep 2022 | < 1 |
| Unemployed | San Gabriel, CA | Oct 2021 - Dec 2021 | < 1 |
| Azusa Pacific University | Azusa, CA | Jan 2020 - Oct 2021 | 1 |
| Unemployed | San Gabriel, CA | Oct 2019 - Dec 2019 | < 1 |
| Optimal Health Medical Group | Monterey Park, CA | Mar 2019 - Oct 2019 | < 1 |
| Unemployed | San Gabriel, CA | Jan 2019 - Mar 2019 | < 1 |
| Pasadena City College | Pasadena, CA | Jun 2018 - Dec 2018 | < 1 |
| University Of Southern California | Los Angeles, CA | Aug 2016 - May 2018 | 1 |
| University Of Southern California | Los Angeles, CA | Jan 2016 - May 2018 | 2 |
| Pasadena City College | Pasadena, CA | Jun 2014 - Dec 2015 | 1 |
| Lake Tahoe Community College | Lake Tahoe, CA | Jun 2014 - Dec 2015 | 1 |
| San Marino High School | San Marino, CA | Jan 2012 - Jun 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2023 |
- CA
- TX
-
Total Assets Under Management818,776MILLIONS
-
Total Number of Accounts1,991,043ACCOUNTS
-
Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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