E*Trade Capital Management, LLC
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About this Advisor
Kelvin Wong is a certified financial planner who works in New York, New York, with a total of 18 years of experience as a financial advisor. Wong is an advisor for E*Trade Capital Management, LLC. The advisor has gained experience at Insphere Insurance Solution, Guardian Life Insurance Co Of America, Park Avenue Securities LLC, Cisco Systems, Ameriprise Financial Services, Inc, E*Trade Capital Management LLC, Waddell & Reed, Inc, Various Insurance Carriers For W&R Insurance Agencies, Health Markets and Hyve Solutions. Wong holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in California. E*Trade Capital Management, LLC is a company operating out of New York, New York. It has $5 billion in assets among its 29,958 client accounts, making it one of the biggest firms in the nation by assets under management. E*Trade Capital Management, LLC performs a number of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters and educational seminars. Fees for financial advisory services usually are based on the type of financial services. However, fee types charged by E*Trade Capital Management, LLC typically consist of asset-based fees.
Certifications and Registrations
Years of Experience
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E*Trade Capital Management, LLC Brokerage Details
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Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Kelvin Wong Work History
Kelvin has 18 years of experience.
E*Trade Capital Management LLC
E*Trade Securities LLC
Business Networking Formula
Waddell & Reed, Inc
Various Insurance Carriers For W&R Insurance Agencies
Ameriprise Financial Services,Inc
Insphere Insurance Solution
Guardian Life Insurance Co Of America
Park Avenue Securities LLC
Kelvin Wong has no disclosures.
Please visit their SEC profile for more details.