Bo
Zhao
Sunstone Advisors, LLC
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About this Advisor
Bo Zhao is a financial advisor based out of Irvine, California. Zhao is an employee of Sunstone Advisors, LLC. During their career, Zhao has held roles at Elite Advisors, LLC, Regional Centers Holding Group, Inc, Prosper Bo LLC, Stong Trading Inc, American Lending Center and Sunstone Advisors, LLC. Zhao maintains a Series 65 license, designating them as an investment advisor representative, and can advise clients in California. Sunstone Advisors, LLC is a company that has its headquarters in Irvine, CA. Sunstone Advisors, LLC has a set of services, such as portfolio management for pooled investment vehicles, portfolio management for institutional clients and educational seminars. Financial advisory fee schedules are based on the services offered. Fee types billed by Sunstone Advisors, LLC likely consist of some combination of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sunstone Advisors, LLC Brokerage Details
12
Investment Advisory Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
Bo Zhao Work History
Bo has been registered as a financial advisor for 0 years.*
Sunstone Advisors, LLC
American Lending Center
Elite Advisors, LLC
Prosper Bo LLC
Regional Centers Holding Group, Inc
Stong Trading Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Bo Zhao to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sunstone Advisors, LLC
Irvine, CA
Irvine, CA
Irvine, CA
Irvine, CA
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