Kyle
Wong
Independent Financial Group, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Kyle Wong is a financial advisor based in New York, New York, working with Independent Financial Group, LLC. Kyle has previously held positions at Goldman Sachs & Co. LLC, Goldman Sachs, Colby College, Frank Wong, Colby College - Maine, Phil Reicherz, Swim America, Independent Financial Group, and F3 Logic, LLC. Kyle has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Jersey and New York. Currently, Kyle is part of Independent Financial Group, LLC, which operates out of New York, New York. The firm has 385 offices and 626 employees. The firm manages assets totaling $6.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Independent Financial Group, LLC includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
Find an advisor who will work directly with you
SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.
Independent Financial Group, LLC Brokerage Details
$6,750,889,024
626
30,369
$222,295
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
Kyle Wong Work History
Independent Financial Group
F3 Logic, LLC
Goldman Sachs & Co. LLC
Goldman Sachs
Colby College
Goldman Sachs
Colby College
Frank Wong
Colby College - Maine
Colby College
Phil Reicherz
Swim America
Disclosures
Please visit the SEC profile of Kyle Wong to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Independent Financial Group, LLC
Santa Maria, CA
Prescott, AZ
Guaynabo, PR
San Diego, CA
San Diego, CA
San Juan Capistrano, CA
San Diego, CA
Cross Plains, WI
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
