Yanshan Zhu (CRD# 5504056) is an Investment Advisor Representative working at District Capital Management, LLC in Brooklyn, NY and has 1 year of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
Company Name | Location | Dates | Years |
---|---|---|---|
District Capital Management | Bethesda, MD | Nov 2020 - Current | 3 |
Morgan Stanley & Company Incorporated | New York, NY | Jun 2010 - Nov 2020 | 10 |
Workiva | New York, NY | Jul 2018 - Mar 2019 | < 1 |
Greenhouse | New York, NY | Oct 2017 - May 2018 | < 1 |
Axial | New York, NY | Oct 2013 - Nov 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Sep 2023 |
- NY
- VA
-
Total Assets Under Management16MILLIONS
-
Total Number of Accounts101ACCOUNTS
-
Average Account Value$163,301
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
CA, CO, DC, MD, NC, NY, TX, VA
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