Kyle Wong
Investment Adviser Representative at Independent Financial Group, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Kyle Wong is an investment adviser representative with Independent Financial Group, LLC in New York, NY, where they have been registered since 2022. They have worked in the securities industry since 2018 and were previously registered with F3logic, LLC. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in New Jersey and New York.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- New Jersey, New York
- Broker:
16 states and territories
California, Connecticut, Delaware, District of Columbia, Florida, Georgia, Maryland, Massachusetts, Minnesota, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, Virginia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Goldman Sachs & Co. LLCJul 2018 – Apr 2021New York, NY
- Goldman SachsJun 2017 – Aug 2017New York, NY
- Colby College - MaineSep 2014 – May 2018Waterville, ME
- Independent Financial GroupApr 2021 – no end date reportedOld Tappan, NJ
- Colby CollegeAug 2014 – May 2018Waterville, ME
- F3 Logic, LLCJan 2022 – May 2023Old Tappan, NJ
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Independent Financial Group, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Commissions
- Hourly
- Fixed fee
- Performance-based fees
- Firm account minimum
- $25,000 (waivable)
- Up to $250,0002.16%
- $250,000 - $500,0002.12%
- $500,000 - $1 Mil2.10%
- $1 Mil - $2 Mil2.06%
+2 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 484
- Offices listed on AdvisorFinder:
- 26
- Main office:
- San Diego, CA
- SEC file number:
- 801-62667
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 29, 2026
View full firm profileOther advisors at Independent Financial Group, LLC
Showing 12 of 484 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kyle Wong has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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