Wenyi Gong
Investment adviser representative at Charles Schwab & Co., Inc.
11 yearsExperience
1 stateRegistered in
$0Firm assets
39 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.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
11 years in the industry.
- Charles Schwab & Co., Inc.Feb 2025 to now
- University of Central FloridaApr 2024 to now
- MaxmaraSep 2024 to Feb 2025
- Orlando Natural Medicine and Acupuncture ClinicMar 2023 to Jan 2025
- New York UniversitySep 2022 to May 2023
- New York UniversityMay 2022 to Aug 2022
- UnemployedJan 2020 to Apr 2022
- Windsor Dining CourtJun 2019 to Dec 2019
- UnemployedJan 2019 to May 2019
- StarbucksJul 2018 to Dec 2018
- UnemployedJun 2017 to Jun 2018
- Au Bon PainJan 2017 to May 2017
- UnemployedJan 2015 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (FL).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 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
- 8039358
- Firm CRD
- 5393