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Blake Wong

Centerview Partners LLC

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About Blake Wong

Blake Wong is a registered representative with Centerview Partners LLC. Blake previously worked at RBC Capital Markets, LLC. Blake has a Series 79TO and a SIE.

Firm Information

Blake Wong is currently registered with Centerview Partners LLC. Centerview Partners LLC is a Limited Liability Company formed on February 25, 2004. The firm is registered in California and New York and has an approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

47

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.

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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Blake Wong’s Registration & Firm History

CA

07/10/2024 - Present

Centerview Partners LLC (Menlo Park CA)

CA

08/17/2021 - 10/11/2023

RBC CAPITAL MARKETS, LLC (Century City CA)

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Licenses & Designations

BC

Issued 08/17/2021

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 06/09/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Blake Wong.
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