Chris
Zhang
Interplay Family Office LLC
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About this Advisor
Chris Zhang is a financial advisor who works in New York, New York who has 1 year of industry experience. Zhang is on the advisory team at Interplay Family Office LLC. Their career trajectory has included roles at Morgan Stanley & Co LLC, Morgan Stanley Asia Limited, University Of Pennsylvania, Interplay Family Office LLC and Student. Zhang maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to advise clients in New York. Interplay Family Office LLC is a firm based out of New York, NY. It handles $110 million in total assets among its four customer accounts, making it one of the mid-sized firms in the country by assets under management. Of its four client accounts, 100% are held by high-net-worth investors who have at least $1 million in assets. Interplay Family Office Llc provides portfolio management for individuals and small businesses. Fees charged by financial advisors usually depend on the type of services. Fee types charged by Interplay Family Office LLC likely are comprised of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Interplay Family Office LLC Brokerage Details
$110,000,000
3
4
$27,500,000
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Chris Zhang Work History
Chris has been registered as a financial advisor for 1 years.*
Interplay Family Office LLC
Student
Morgan Stanley & Co LLC
Morgan Stanley Asia Limited
University Of Pennsylvania
*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 Chris 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 Interplay Family Office LLC
New York, NY
New York, NY
New York, NY
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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