Stephen
Zhou
Fountainhead Advisors
Answer a few questions and
get matched with an advisor.
About this Advisor
Stephen Zhou is a financial advisor operating out of San Ramon, California, with a total of 3 years of industry experience. Zhou is currently employed by Fountainhead Advisors. During their career, Zhou has held roles at Massmutual Life Insurance Company, Mml Investors Services LLC, University Of California, Davis, Aloha Express and Fountainhead Capital Management, LLC. Zhou holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in California. Fountainhead Advisors is an advisory company operating out of Warren, NJ. The firm has offices in two locations and a total of 23 employees. It has $507 million in assets among its 2,403 accounts, placing it among the bigger firms in the country by assets under management. Of its 2,403 customer accounts, 15% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The advisory firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fees usually vary depending on the financial services. However, fees charged by Fountainhead Advisors most likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Fountainhead Advisors Brokerage Details
$506,536,152
23
2,403
$210,793
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Stephen Zhou Work History
Stephen has been registered as a financial advisor for 3 years.*
Fountainhead Capital Management, LLC
Massmutual Life Insurance Company
Mml Investors Services LLC
Aloha Express
University Of California, Davis
*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 Stephen Zhou 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 Fountainhead Advisors
Walnut Creek, CA
Warren, NJ
Warren, NJ
Warren, NJ
San Ramon, CA
Warren, NJ
Warren, NJ
Warren, NJ
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
