Chuck Wong
Investment adviser representative at Wells Fargo Advisors
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$671.4BFirm 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 assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Wells Fargo Clearing Services, LLCSep 2022 to now
- Schwab Private Client Investment Advisory, Inc.Nov 2021 to Sep 2022
- Charles Schwab & Co., Inc.Sep 2021 to Sep 2022
- TD Ameritrade, Inc.Jul 2019 to Sep 2021
- Charles Schwab & Co., Inc.Mar 2018 to Jul 2019
- Charles Schwab BankMar 2018 to Jul 2019
- Bancwest Investment ServicesSep 2016 to Mar 2018
- Bank of the WestSep 2016 to Mar 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Wells Fargo Advisors
Legal name: Wells Fargo Clearing Services, LLC
$671.4BAssets managed
1,324,168Clients
14,661Advisers
36 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
- 4995534
- Firm CRD
- 19616