Kevin Wong

Employer firm

Eagle Strategies LLC CRD 110826

$32.0B regulatory AUM 6,662 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• 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

• 08/2022 → 02/2024
  New Visions Charter School
  New York, NY
• 04/2024 → Present
  Nylife Securities Llc
  New York, NY
• 02/2024 → Present
  New York Life Insurance Company
  New York, NY
• 03/2024 → 03/2024
  Pace University
  New York, NY
• 06/2022 → 07/2022
  Pace University
  New York, NY
• 01/2019 → 05/2022
  Datarobot Ukraine
  Kyiv
• 07/2016 → 12/2018
  Universidad Uninorte
  Barranquilla
• 03/2022 → Present
  Pace Universityo
  New York, NY
• 11/2024 → Present
  Crystal Clear Financial Group, Llc
  New York, NY
• 05/2025 → Present
  Eagle Strategies Llc
  New York, NY

Other Businesses

[Pace University - Educational services; I work with students that are non-native English speakers at Pace University; 1 Pace Plaza, New York, NY. 10038; Start Date 02/2022; Role/Title: Educator/Instructor; Not Investment Related; 10 hours per month; 0 hours per month during securities trading hours] [International Educational Service; Educational services: Instruction, assessment, skill building; 415 Broadway, San Diego, CA. 92101; Start Date 02/2022; Role/Title: Educator/Instructor; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF Crystal Clear Financial Group, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ASSOCIATE; NEW YORK NY; START DATE: 11/2024]

Exams

• S66 Uniform Combined State Law Examination
  2025-05-05
• S63 Uniform Securities Agent State Law Examination
  2024-05-02