Ryan Song Wong

Current Employers

Employment History

• 08/2002 → Present
  Thong, Yu, Wong & Lee, Llp
  Rosemead, CA
• 10/2019 → 09/2025
  Avantax Advisory Services
  Rosemead, CA
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Rosemead, CA
• 06/2024 → Present
  Friends Of The Chinatown Library
  Los Angeles, CA
• 07/2020 → Present
  Abacus Business Consulting, A Professional Corporation
  Rosemead, CA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Rosemead, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-10-25 → 2025-09-05
  Avantax Advisory Services
  Rosemead, CA
• 2012-11-19 → 2019-10-25
  1St Global Advisors Inc
  Rosemead, CA

Other Businesses

1) WONG FAMILY INVESTMENTS LLC; MEMBER; REAL ESTATE; IR: Yes; 0; 0; 01/01/2014; Garden Grove CA; NO DUTIES 2) GARVEY COMMERCIAL CENTER LLC POS: MEMBER NAT: REAL ESTATE HOLDING; IR: Yes; 1; 0; 12/30/2014; Rosemead CA; PASSIVE MEMBER/OWNER 3) RYAN S. WONG, CPA, MBT A PROFESSIONAL CORPORATION; OWNER; HOLDING COMPANY; IR; HRS 5; HRS 0; 03/01/2004; A HOLDING COMPANY THAT OWNS A PARTIAL PARTNERSHIP INTEREST IN THONG YU WONG & LEE, LLP. 4) FULLHOUSE INVESTMENTS LLC; MANAGER; REAL ESTATE INVESTMENT AND MANAGEMENT; IR; HRS 2; HRS 0; 05/30/2014; 8450 GARVEY AVENUE, SUITE 200, ROSEMEACD CA; LLC MANAGER 5) GREAT GOLDEN OPPORTUNITY, INC.; Director and Officer; Corporation is a nonprofit public benefit corporation and is organized and operated exclusively for charitable purposes; HRS 4; HRS 0; 08/08/2016; 8450 GARVEY AVENUE, SUITE 200, ROSEMEAD CA; Management and administrative functions 6) TYWL WEALTH ADVISORS, LLC; Wealth Management Advisor; TYWL Wealth Advisors, LLC is the business entity under which tax-centric wealth management services are provided to clients of Thong, Yu, Wong & Lee, LLP. IR, HRS 40; T HRS: 20; 05/31/2017; 8450 Garvey Avenue, Suite 200, Rosemead CA ; Client liaison between tax and financial services 7) TANTOTY INVESTMENTS, L.P.; Limited Partner; This LP is a holding company for various ownership of any family owned investments, including partial ownership interests in real estate LLCs; NIR; HRS 4; HRS 1; 12/17/2019; 8450 Garvey Avenue, Suite 200, Rosemead CA; Will be making pro-rata capital contribution, check writing privileges, trading authority over investments accounts and brokerage accounts 8) ABACUS BUSINESS CONSULTING, A PROFESSIONAL CORPORATION; DIRECTOR OF TAX PLANNING; A PROFESSIONAL SERVICE COMPANY OFFERING BUSINESS CONSULTING AND MANAGEMENT ADVISORY SERVICES.; NIR; HRS: 8; HRS 8; 07/01/2020; 8450 Garvey Avenue, Suite 200, Rosemead CA; BUSINESS CONSULTING, DUE DILIGENCE STUDIES, MANAGEMENT ADVISORY SERVICES, MERGERS & ACQUISITIONS, SUCCESSION PLANNING, TAX PLANNING. 9) STRATEGIC WEALTH MANAGEMENT LLC; MEMBER; HOLDING COMPANY; NIR; HRS 1; HRS 0; 11/30/2016; 8450 Garvey Avenue, Suite 200, Rosemead CA; The sole function of reporting and reflecting all my fees and commissions paid by Avantax for wealth management services. 10) BUSINESS VALUATION SPECIALISTS; Partner; This is a DBA of the CPA practice of Thong Yu Wong & Lee LLP. The CPA practice has a separate division for rendering business valuation opinions. IR; HRS 8; HRS 8; 10/01/2019; 8450 Garvey Avenue, Suite 200, Rosemead CA; This OBA is a DBA of the CPA practice. I am a Managing Partner of the CPA firm and would assist with client communications and coordination for professional business valuation services. 11) FRIENDS OF THE CHINATOWN LIBRARY; Board Member; Mon-profit organization to provide support to the Chinatown Los Angeles library and to provide college scholarships to high school students. IR; HRS 4; HRS 0; 03/15/2023; 639 North Hill Street, Los Angeles CA 90012, United States; My duties are to help determine the evolving goals, budget and direction of the organization. 12)FRIENDS OF THE CHINATOWN LIBRARY: President; N-profit organization to provide support to the Chinatown Los Angeles Library and to provide college scholarships to high school students. NIR; HRS 4; HRS 0; 06/01/2024; 639 N. Hill Street, Los Angeles CA 90012, United States; I will be tasked with the responsibility of overseeing the Board's work, prepare Board meeting agendas and facilitate board meetings. include recommending and appointing committee chairs, recruiting qualified new board member candidates, and serving as the nonprofit's spokesperson.

Exams

• S66 Uniform Combined State Law Examination
  2012-11-17

Designations

Other Names

• Song Te