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Zachary Matthew Wong

Eagle Strategies LLC

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About Zachary Matthew Wong

Zachary Wong is an investment advisor representative registered with Eagle Strategies LLC. Zachary has been in the financial industry since 2013 and has been with Eagle Strategies LLC since 2019. Zachary specializes in financial planning, pension consulting and portfolio management for both businesses and individuals. Zachary is licensed in 28 states.

Firm Information

Zachary Wong is currently registered with Eagle Strategies LLC. Eagle Strategies LLC is an investment advisor headquartered in New York, NY. The firm provides a range of services, including financial planning, pension consulting, educational seminars, and publication of periodicals. They manage assets for individuals, high-net-worth individuals, corporations, and charitable organizations. Eagle Strategies has over 1,998 registered representatives and manages over $20 billion in assets.
Eagle Strategies LLC

1201 PACIFIC AVE

TACOMA, WA 98402

$20.36B

Assets Under Management

6,070

Total Clients

2,031

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 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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Zachary Wong’s Registration & Firm History

WA

08/23/2019 - Present

Eagle Strategies LLC (TACOMA WA)

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Licenses & Designations

IA

Issued 8/5/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 9/5/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 4/18/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 8/9/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Zachary Matthew Wong. Review regulatory record here.
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