Skip to content

Wendy Wong

Investment adviser representative at Newedge Advisors
11 yearsExperience
1 stateRegistered in
$43.2BFirm assets
12 yearsFirm in business

Are you Wendy Wong? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

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.

  1. Newedge Advisors, LLCJan 2026 to now
  2. Save My CentsJul 2021 to Nov 2025
  3. Cvs HealthFeb 2021 to Aug 2024
  4. Rue Gilt GroupeAug 2019 to Feb 2021
  5. At KearneyAug 2017 to Aug 2019
  6. Dartmouth CollegeMay 2015 to Jun 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 1 state (MA).

Newedge Advisors

Legal name: Newedge Advisors, LLC

$43.2BAssets managed
49,898Clients
603Advisers
12 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
8208197
Firm CRD
171351
Advisor's SEC record (opens in a new tab)
CallContact this firm