Anh Dien Vong
Investment adviser representative at Private Advisor Group, LLC
11 yearsExperience
1 stateRegistered in
$57.7BFirm assets
15 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.
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
11 years in the industry.
- Private Advisor Group, LLCJul 2026 to now
- LPL Financial, LLCJul 2026 to now
- UnemployedApr 2026 to Jun 2026
- Equitable Advisors, LLCJan 2026 to Apr 2026
- UnemployedJun 2025 to Jan 2026
- Bay Area Rapid TransitJun 2024 to Aug 2024
- Lao Family Community Development IncAug 2023 to Sep 2023
- Bay Area Rapid TransitJun 2023 to Aug 2023
- PiikupJul 2022 to Aug 2022
- University of California-davisAug 2021 to Jun 2025
- East Bay Asian Youth CenterJun 2020 to Jun 2021
- Oakland High SchoolAug 2017 to Jul 2021
- Edna Brewer Middle SchoolAug 2015 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 8182225
- Firm CRD
- 155216