Matthew KwongCRD Number: 6232441
Current Firm: Vanguard Advisers, Inc.
Matthew Kwong (CRD# 6232441) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Scottsdale, AZ and has over 8 years of experience in the finance industry.
Transamerica Financial Advisors, Inc.
Wells Fargo Clearing Services, LLC
Dynamic Wealth Partners, LLC
|Pop N Tea Bar, LLC||Phoenix, AZ||Jan 2017 - Current||5|
|The Vanguard Group, Inc.||Scottsdale, AZ||Aug 2013 - Current||8|
|Tastea, LLC||Garden Grove, CA||Apr 2009 - Jun 2013||4|
|California State University Long Beach||Long Beach, CA||Sep 2009 - May 2013||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2013|
|S65||NASAA Investment Advisors Law Examination||Sep 2016|
Total Assets Under Management276,525MILLIONS
Total Number of Accounts518,715ACCOUNTS
Average Account Value$533,097
- 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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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, VI, VT, WA, WI, WV, WY
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