Tony
Wong
Park Avenue Securities LLC
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About this Advisor
Tony Wong is a certified financial planner operating out of Flushing, New York who has 2 years of industry experience. Wong is currently employed by Park Avenue Securities LLC. Wong has gained experience at Hsbc Securities (Usa) Inc, Metlife Securities Inc, Park Avenue Securities, Mml Investors Services, LLC, Massmutual Life Insurance Co and Guardian Life Insurance Company. Wong has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can advise clients in New Jersey and New York. Park Avenue Securities LLC is a financial advisory firm that has its headquarters in New York, NY. The company has offices in 385 locations and a total of 1,825 advisors. It oversees $10 billion in assets across its 57,359 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm advises 132 charitable organizations. Of its 57,359 customer accounts, 19% belong to high-net-worth investors who have more than $1 million in assets. The business performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial management fee schedules typically are based on the services. However, fee types charged by Park Avenue Securities LLC most likely consist of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Park Avenue Securities LLC Brokerage Details
$9,912,742,257
1,825
57,359
$172,819
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Tony Wong Work History
Tony has been registered as a financial advisor for 2 years.*
Park Avenue Securities
Guardian Life Insurance Company
Mml Investors Services, LLC
Massmutual Life Insurance Co
Metlife Securities Inc
Hsbc Securities (Usa) 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.
Disclosures
Please visit the SEC profile of Tony 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 Park Avenue Securities LLC
Charlotte, NC
Englewood, CO
Port Chester, NY
Alpharetta, GA
Mount Pleasant, SC
Cincinnati, OH
Allentown, PA
Buffalo, NY
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
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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.
