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Benedict Chi-hin Wong

Wells Fargo Investment Institute, Inc.

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About Benedict Chi-hin Wong

Benedict Wong is a registered investment advisor in North Carolina. Benedict works for Wells Fargo Investment Institute, Inc. Benedict Wong is also a registered representative for the firm and holds the Series 7, 6, 63 and 65 licenses. Benedict has been in the industry since 1997 and previously worked for UVEST FINANCIAL SERVICES GROUP, INC., LEGG MASON WOOD WALKER, INCORPORATED, and JOHN HANCOCK DISTRIBUTORS, INC..

Firm Information

Benedict Wong is currently registered with Wells Fargo Investment Institute, Inc.. Wells Fargo Investment Institute, Inc. is a Registered Investment Advisor (RIA) headquartered in Charlotte, NC. The firm manages approximately $43.99 billion in assets for clients, including individuals, trusts, businesses, institutions, and charities. The firm's advisory services include portfolio management for individuals and businesses, selection of other advisors, and the publication of periodicals. They also offer a wrap fee program.
Wells Fargo Investment Institute, Inc.

550 SOUTH TRYON STREET

CHARLOTTE, NC 28202

$44.00B

Assets Under Management

3

Total Clients

52

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Benedict Wong’s Registration & Firm History

NC

12/09/2021 - Present

Wells Fargo Investment Institute, Inc. (CHARLOTTE NC)

NC

08/10/1998 - 06/18/2004

UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)

MD

01/27/1998 - 08/12/1998

LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)

MA

08/06/1997 - 11/18/1997

JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)

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Licenses & Designations

IA

Issued 12/09/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/31/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/28/2001

Series 4 - Registered Options Principal Examination

BC

Issued 08/17/2001

Series 53 - Municipal Securities Principal Examination

BC

Issued 03/07/2001

Series 24 - General Securities Principal Examination

BC

Issued 02/18/1998

Series 7 - General Securities Representative Examination

BC

Issued 08/04/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Benedict Chi-hin Wong.
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