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EW

Edward K. Wong

GLOBAL PACIFIC SECURITIES US
New York, NY 10010
Some features on this profile are disabled
CRD#: 4388478
EW

Professional summary

Edward Kewei Wong is a registered financial professional currently at GLOBAL PACIFIC SECURITIES US, INC. located in New York, New York.

Edward is registered as a RR (Registered Representative) and started their career in finance in 2001. Edward has worked at 12 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 55, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Edward Kewei Wong's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

November 13, 2025 - Present

GLOBAL PACIFIC SECURITIES US, INC.

Office #1: 19 W. 26th Street 4th Floor, New York, NY 10010
BD
CRD#: 304566
New York, NY
Past

July 14, 2023 - November 7, 2025

ST GLOBAL MARKETS USA LLC

BD
CRD#: 324143
FT. LAUDERDALE, FL
Past

January 7, 2022 - December 31, 2022

QUINCY WELLS ADVISORS, LLC

RIA
CRD#: 307477
Great Neck, NY
Past

May 27, 2020 - December 31, 2021

QUINCY WELLS ADVISORS, LLC

RIA
CRD#: 307477
Forest Hills, NY
Past

September 24, 2019 - December 31, 2022

GREAT POINT CAPITAL LLC

BD
CRD#: 114203
CHICAGO, IL
Past

July 28, 2015 - June 7, 2018

WILMINGTON CAPITAL SECURITIES, LLC

BD
CRD#: 133839
New York, NY
Past

June 27, 2013 - July 28, 2015

FOREFRONT CAPITAL MARKETS LLC

BD
CRD#: 151812
NEW YORK, NY
Past

July 15, 2011 - February 1, 2013

LEGEND TRADING, LLC

BD
CRD#: 150567
NEW YORK, NY
Past

November 25, 2009 - August 11, 2010

LEGEND TRADING, LLC

BD
CRD#: 150567
NEW YORK, NY
Past

May 21, 2008 - July 1, 2013

LEGEND SECURITIES, INC.

BD
CRD#: 44952
NEW YORK, NY
Past

June 14, 2007 - May 23, 2008

ABACUS INTERNATIONAL CAPITAL CORP.

BD
CRD#: 32119
NEW YORK, NY
Past

May 9, 2006 - September 20, 2006

G-2 TRADING,LLC

BD
CRD#: 44018
NEW YORK, NY
Past

June 10, 2002 - August 26, 2003

GENESIS SECURITIES, LLC

BD
CRD#: 46992
NEW YORK, NY
Past

June 8, 2001 - April 30, 2002

WORLDCO, L.L.C.

BD
CRD#: 24673
NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(11/13/2025)
RR
Connecticut
(11/14/2025)
RR
Delaware
(4/10/2026)
RR
Florida
(11/17/2025)
RR
Georgia
(11/14/2025)
RR
Illinois
(11/20/2025)
RR
Massachusetts
(11/14/2025)
RR
New Jersey
(11/13/2025)
RR
New York
(11/13/2025)
RR
North Carolina
(11/19/2025)
RR
Pennsylvania
(11/14/2025)
RR
South Carolina
(11/20/2025)
RR
Texas
(11/13/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/20/2019
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/10/2007
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 8/22/2025
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 6/7/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 55
Date: 8/3/2001
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
Series 7
Date: 6/7/2001
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 2/13/2023
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

GP
GLOBAL PACIFIC SECURITIES US, INC.
GLOBAL PACIFIC SECURITIES US, INC.

CRD#: 304566 / SEC#: , 8-70370

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
19 W. 26th Street 4th Floor, New York, NY 10010
Mailing Address
19 W. 26th Street 4th Floor, New York, NY 10010
Phone number
(917) 970-0898
Established
New York since 03/28/2019
Firm type
Corporation
Fiscal year end
September
Firm Size
Small
# of Employees

FINRA licenses (12 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
WISDOM GLOBAL CAPITAL NEW YORK LLCMEMBER
BRIGGS, JONATHAN WILBORCHIEF COMPLIANCE OFFICER3215005
QU, ZHENGZHECEO PRESIDENT7142765
SPINDEL, HOWARDFINOP, CHIEF FINANCIAL OFFICER708042

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

GLOBAL PACIFIC SECURITIES US, INC.

CRD#: 304566New York, NY 10010

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