Brian Chi Wong
Investment adviser representative at Private Advisor Group, LLC
28 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$57.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
28 years in the industry.
- Private Advisor Group, LLCJun 2026 to now
- LPL Financial, LLCNov 2017 to now
- Mariner Independent Advisor Network, LLCNov 2017 to Jun 2026
- Various Insurance Carriers for W&r Insurance AgenciesDec 1998 to Nov 2017
- Waddell & Reed, IncSep 1998 to Nov 2017
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law1998
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Private Advisor Group, LLC
$57.7BAssets managed
170,206Clients
919Advisers
15 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
- 3121601
- Firm CRD
- 155216