Royal Alliance Associates, Inc
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About this Advisor
Phillip Wong is a financial advisor operating in Wayland, Massachusetts with a total of 18 years of industry experience. Wong is an employee of Royal Alliance Associates, Inc. They have spent their complete career at Royal Alliance Associates, Inc. Wong holds Series 63 and Series 66 licenses, which qualify them as a securities agent, and is approved to serve investors in Connecticut, District Of Columbia, Florida, Illinois, Indiana, Maine, Maryland, Massachusetts, New Hampshire, New Jersey, New Mexico, North Carolina, Rhode Island, Texas and Virginia. Royal Alliance Associates, Inc is a financial advisory firm headquartered in Jersey City, NJ. The investment advisory business has offices in 1,009 locations and a total of 3,704 financial advisors. It oversees $30 billion in total assets among its 149,233 accounts, placing it among the largest firms in the nation by assets under management. The firm serves 191 charities and foundations. Of its 149,233 client accounts, just 11% are associated with high-net-worth individuals who have more than $1 million in assets. Royal Alliance Associates, Inc performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors typically depend on which services the firm provides the client. Fees charged by Royal Alliance Associates, Inc most likely are comprised of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
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Royal Alliance Associates, Inc Brokerage Details
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Phillip Wong Work History
Phillip has been registered as a financial advisor for 18 years.*
Royal Alliance Associates, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Please visit the SEC profile of Phillip Wong to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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