Bernard Tong, financial advisor San Francisco CA

Bernard Tong

CRD Number: 5355500
Current Firm: Charles Schwab & Company, Inc.

Bernard Tong (CRD# 5355500) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in San Francisco, CA and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. San Francisco, CA Oct 2018 - Current 5
Charles Schwab Bank, Ssb San Francisco, CA Oct 2018 - Current 5
Fidelity Personal And Workplace Advisors Boston, MA Jul 2018 - Oct 2018 < 1
Fidelity Brokerage Services LLC Burlingame, CA Nov 2010 - Oct 2018 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2007
S65 NASAA Investment Advisors Law Examination Nov 2011
Contact Info for Bernard J. Tong
Phone Number: 415-667-7000
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • 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, WY

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