Wendy Wong

Employer firm

Newedge Advisors CRD 171351

$43.2B regulatory AUM 122 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

• 05/2015 → 06/2017
  Dartmouth College
  Hanover, NH
• 08/2017 → 08/2019
  At Kearney
  Boston, MA
• 08/2019 → 02/2021
  Rue Gilt Groupe
  Boston, MA
• 02/2021 → 08/2024
  Cvs Health
  Woonsocket, RI
• 07/2021 → 11/2025
  Save My Cents
  Natick, MA
• 01/2026 → Present
  Newedge Advisors, Llc
  New Orleans, LA

Other Businesses

NewEdge Advisors, LLC - DBA Abaris Financial Group; Investment related; Concord, MA; Start date 01/2026; 160 total hours; 160 trading hours; Investment Advisor Representative

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-12-15