Kyle Wong

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2025 → Present
  925 & Co
  Fountain Valley, CA
• 08/2023 → 05/2025
  Full-Time Student - Sdsu
  San Diego, CA
• 04/2022 → Present
  Trifekta
  Fountain Valley, CA
• 01/2023 → 06/2023
  Jinya Ramen Bar
  Long Beach, CA
• 08/2020 → 05/2022
  Full-Time Student - Occ
  Costa Mesa, CA
• 08/2016 → 06/2020
  Full-Time Student - Fountain Valley High School
  Fountain Valley, CA
• 07/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 11/2025 → Present
  Cetera Investment Advisors
  Schaumburg, IL

Other Businesses

1. NAME OF OTHER BUSINESS: 925 & CO; INVESTMENT RELATED: NO; ADDRESS: FOUNTAIN VALLEY, CA 92708; NATURE OF BUSINESS: JEWELRY RESALE BUSINESS; START DATE: 03/2025; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 6; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: MANAGE ALL ASPECTS OF THE BUSINESS, INCLUDING SOURCING INVENTORY, PRICING PRODUCTS, ORGANIZING AND HOSTING LIVE SALES ON THE WHATNOT PLATFORM, HANDLING CUSTOMER INQUIRIES, MANAGING SHIPMENTS AND RETURNS, AND OVERSEEING FINANCIAL RECORDKEEPING; 2. NAME OF OTHER BUSINESS: TRIFEKTA; INVESTMENT RELATED: NO; ADDRESS: FOUNTAIN VALLEY, CA 92708; NATURE OF BUSINESS: LIFESTYLE AND STREETWEAR BRAND; START DATE: 04/2022; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: ASSIST WITH PRODUCT DESIGN, MARKETING STRATEGY, AND SOCIAL MEDIA CONTENT. ALSO CONTRIBUTE TO PHOTOGRAPHY, BRANDING DECISIONS, AND LIMITED SEASONAL PRODUCT DROPS; 3. NAME OF OTHER BUSINESS: TAX AND FINANCIAL GROUP; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: INSURANCE, SECURITIES, AND ADVISORY SERVICES; START DATE: 08/2025; POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 40; BRIEF DESCRIPTION OF DUTIES: SECURITIES AND ADVISORY SERVICES;

Exams

• S66 Uniform Combined State Law Examination
  2025-11-12