Raymond Hao Wong
Investment adviser representative at Summit Global Investments, LLC
21 yearsExperience
3 statesRegistered in
$2.3BFirm assets
14 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
21 years in the industry.
- Equity Services, Inc.Sep 2026 to now
- Summit Global Investments, LLCJul 2026 to now
- Raymond Wong dba Pioneer Insurance ServicesJul 2021 to now
- Hsa InsuranceNov 2005 to now
- Transamerica Financial Advisors, IncNov 2020 to Jun 2026
- World Financial Group, Inc.Oct 2020 to Jun 2026
- Royal Alliance AssociatesOct 2005 to Aug 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 3 states (CA, MA, NY).
Summit Global Investments, LLC
$2.3BAssets managed
7,475Clients
101Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2453015
- Firm CRD
- 157091