Haiyang
Zhang

Checchi Capital Advisers, LLC

CRD#5568795
Investment Advisor
in Beverly Hills, CA

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About this Advisor

Haiyang Zhang is a financial advisor based in Beverly Hills, California, working with Checchi Capital Advisers, LLC. Haiyang has previously held positions at Arbor Court Capital LLC, Checchi Capital Advisers LLC, and Checchi Capital Advisers, LLC. Haiyang has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Haiyang is part of Checchi Capital Advisers, LLC, which operates out of Beverly Hills, California. The firm has 25 employees and manages assets totaling $1.9 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Checchi Capital Advisers, LLC includes asset-based and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Others

Office Location

9720 Wilshire Blvd Suite 400
Beverly Hills, CA 90212

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Checchi Capital Advisers, LLC Brokerage Details

Total Assets Under Management

$1,898,817,801

CA Average: $7,578,581,321
Total Number of Employees

25

CA Average: 43
Total Number of Accounts

1,012

CA Average: 3,727
Average Account Size

$1,876,302

CA Average: $2,033,427

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Haiyang Zhang Work History

2020 - Present (5 years)

Checchi Capital Advisers, LLC

2017 - 2020 (3 years)

Checchi Capital Advisers LLC

2013 - 2020 (7 years)

Arbor Court Capital LLC

2012 - 2017 (5 years)

Checchi Capital Advisers LLC

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Disclosures

Please visit the SEC profile of Haiyang Zhang 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 Checchi Capital Advisers, LLC

Luca Pasquini
Beverly Hills, CA
Robert Robinson
Beverly Hills, CA
Kevin Kiely
Beverly Hills, CA
Haiyang Zhang
Beverly Hills, CA
Kim Petersen
Beverly Hills, CA
Adam Checchi
Beverly Hills, CA
Kathryn Checchi
Beverly Hills, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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