ZW
Zachary M. Wong
EAGLE STRATEGIES LLC
GIG HARBOR, WA 98329
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CRD#: 6173543
ZW
Professional summary
Zachary Matthew Wong, who also goes by Matt Wong, Z Matthew Wong, is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Gig Harbor, Washington and NYLIFE SECURITIES LLC located in Tacoma, Washington.
Zachary is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Zachary has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Matt Wong | Z Matthew Wong
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.
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 1201 Pacific Avenue, Suite 1600 Tacoma, WA 98401; Start Date 08/2016; Role/Title: Insurance Broker; Investment Related; 2 hours per month; 2 hours per month during securities trading hours]
[Cedar Lane Apartments LLC; LLC that holds 32 duplexs within two square blocks; 8318 State Route 302 NW Gig Harbor, WA 98329; Start Date 07/2017; Role/Title: Independent Contractor; Investment Related; 20 hours per month; 0 hours per month during securities trading hours; Family business where I help my widowed mother collect rent checks and deposit them for her since she is 73. Also help her with paying bills (utilities)]
[Rental Property; Single family home - Rental; 3217 S 295th St Auburn, WA 98001; Start Date 11/2017; Role/Title: Owner; Investment Related; 20 hours per month; 0 hours per month during securities trading hours]
CRS (Client Relationship Summary) - RIA
Click below to view Zachary Matthew Wong's 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®
NoneExperience
Current
August 23, 2019 - Present
EAGLE STRATEGIES LLC
Office #1: 12105 109th St Nw, Gig Harbor, WA 98329Office #2: 1201 Pacific Ave, Tacoma, WA 98402RIA
CRD#: 110826
GIG HARBOR, WA
Current
August 12, 2013 - Present
NYLIFE SECURITIES LLC
Office #1: 1201 Pacific Avenue Suite 1600, Tacoma, WA 98402BD
CRD#: 5167
TACOMA, WA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
ES
EAGLE STRATEGIES LLC
EAGLE STRATEGIES CORP | EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
RIA
Registered Investment Advisory firm - (10/14/1988 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.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
Alaska(1/27/2022)
RR
Arizona(5/5/2015)
RR
California(3/25/2014)
RR
Colorado(4/23/2015)
RR
Florida(1/5/2022)
RR
Georgia(10/13/2022)
RR
Hawaii(3/25/2014)
RR
Idaho(4/14/2017)
RR
Illinois(2/4/2022)
RR
Indiana(7/29/2022)
RR
Minnesota(6/10/2022)
RR
Mississippi(9/16/2022)
RR
Missouri(6/10/2022)
RR
Montana(6/8/2022)
RR
Nebraska(6/27/2022)
RR
Nevada(5/4/2015)
RR
New Jersey(9/29/2021)
RR
New York(4/22/2015)
RR
North Carolina(12/2/2024)
RR
Oklahoma(8/5/2021)
RR
Oregon(8/29/2016)
RR
Pennsylvania(1/15/2025)
RR
Rhode Island(2/25/2025)
RR
South Carolina(6/13/2022)
RR
Tennessee(2/19/2025)
RR
Texas(5/11/2015)
IAR
Texas(3/4/2021)
RR
Utah(8/25/2025)
RR
Virginia(6/11/2022)
RR
Washington(9/6/2013)
IAR
Washington(8/23/2019)
RR
Wisconsin(6/15/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 4/18/2019
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
ES
EAGLE STRATEGIES LLC
EAGLE STRATEGIES CORP | EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
RIA
Registered Investment Advisory firm - (10/14/1988 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
51 Madison Avenue 12th Floor, New York, NY 10010
Mailing Address
51 Madison Avenue Floor 3b, Room 0304, New York, NY 10010
Phone number
(888) 695-3245
Established
Firm type
Fiscal year end
# of Employees
2,804
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 111,361 |
| AUM (Assets Under Management) | $ 25,395,380,570 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/24/2025 | ||
| 04/25/2024 | ||
| 12/20/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
EAGLE STRATEGIES LLC
CRD#: 110826Gig Harbor, WA 98329TRUST BUT VERIFY
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