Wing-yin Emily Kong
Investment adviser representative at Willow Grove Advisors, LLC
11 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$369.8MFirm 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Willow Grove Advisors, LLC.Mar 2021 to now
- UnemployedJul 2020 to Feb 2021
- Bank of America, N.A.Jul 2015 to Jun 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2015 to Jun 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 3 states (CA, MA, WA).
Willow Grove Advisors, LLC
$369.8MAssets managed
194Clients
6Advisers
7 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
- 6126267
- Firm CRD
- 151993