Haiyang
Zhang
Checchi Capital Advisers, LLC
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About this Advisor
Haiyang Zhang is a financial advisor operating out of Beverly Hills, California who has 3 years of relevant experience. Zhang is on the advisory team at Checchi Capital Advisers, LLC. The advisor has gained experience at Arbor Court Capital LLC, Checchi Capital Advisers LLC and Checchi Capital Advisers, LLC. Zhang maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in California. Checchi Capital Advisers, LLC is a financial advisory company headquartered in Beverly Hills, CA. It handles $2 billion in assets between its 947 accounts, making it one of the largest firms in the country by assets under management. The firm serves six charities and foundations. Of its 947 client accounts, 97% belong to high-net-worth individuals who have greater than $1 million in assets. The business offers a set of services, such as portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Financial management fees typically are based on which services the firm provides the client. However, fee types charged by Checchi Capital Advisers, LLC likely include asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Checchi Capital Advisers, LLC Brokerage Details
$1,490,318,604
24
947
$1,573,726
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
Haiyang has been registered as a financial advisor for 3 years.*
Checchi Capital Advisers, LLC
Checchi Capital Advisers LLC
Arbor Court Capital LLC
Checchi Capital Advisers LLC
*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 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
Beverly Hills, CA
Beverly Hills, CA
Beverly Hills, CA
Beverly Hills, CA
Beverly Hills, CA
Beverly Hills, CA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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