Tony Shek yin Wong
Investment adviser representative at Park Avenue Securities LLC
11 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$19.6BFirm assets
Are you Tony Shek yin Wong? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Park Avenue Securities LLCMay 2021 to now
- Guardian Life Insurance CompanyMay 2021 to now
- MML Investors Services, LLCMar 2017 to May 2021
- Massmutual Life Insurance CoJul 2016 to May 2021
- Metlife Securities IncAug 2015 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 4 states (CT, NJ, NY, PA).
Park Avenue Securities LLC
$19.6BAssets managed
82,118Clients
1,904Advisers
25 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
- 2684319
- Firm CRD
- 46173