CARL WONG is an investment adviser representative (IAR) with state registration records since 2008, appearing at 6 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2024-04-01 | 2025-03-31 | — |
| CHARLES SCHWAB & CO., INC. | 2022-01-26 | 2024-01-11 | — |
| TD AMERITRADE, INC. | 2018-02-27 | 2022-10-14 | — |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 2018-02-26 | 2023-09-07 | — |
| SCOTTRADE INVESTMENT MANAGEMENT | 2017-01-25 | 2018-02-26 | — |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 2008-09-03 | 2016-04-15 | — |
| TD AMERITRADE, INC. | 2008-09-03 | 2016-04-15 | — |