Haiyang Zhang (CRD# 5568795) is an Investment Advisor Representative working at Checchi Capital Advisers, LLC in Beverly Hills, CA and has over 14 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Checchi Capital Advisers, LLC | Beverly Hills, CA | Jan 2020 - Current | 4 |
| Arbor Court Capital LLC | Cleveland, OH | Feb 2013 - Nov 2020 | 7 |
| Checchi Capital Advisers LLC | Beverly Hills, CA | Feb 2017 - Jan 2020 | 2 |
| Checchi Capital Advisers LLC | Beverly Hills, CA | Feb 2012 - Feb 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2009 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2020 |
- CA
-
Total Assets Under Management1,899MILLIONS
-
Total Number of Accounts1,012ACCOUNTS
-
Average Account Value$1,876,302
- A percentage of assets under your management
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, FL, NE, NY, TX
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