Hao Zhou, financial advisor Cupertino CA
93 score

Hao Zhou

CRD Number: 5311546
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Hao Zhou (CRD# 5311546) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Cupertino, CA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Sunnyvale, CA Oct 2011 - Current 5
Merrill Lynch, Pierce, Fenner & Smith Incorporated Sunnyvale, CA Aug 2011 - Current 5
Wells Fargo Advisors LLC Sunnyvale, CA Jan 2011 - Aug 2011 < 1
Wells Fargo Investments, LLC Cupertino/sunnyvale, CA Feb 2009 - Jan 2011 1
Wells Fargo Bank Cupertino/sunnyvale, CA Feb 2009 - Jan 2011 1
Bellatore Securities, Inc. San Jose, CA May 2008 - Nov 2008 < 1
Pyramid Financial Corp Cupertino, CA Nov 2007 - May 2008 < 1
Banc Of America Investment Services Inc. San Jose, CA Mar 2007 - Nov 2007 < 1
Bank Of America Cupertino, CA Sep 2005 - Mar 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2007
Contact Info for Hao Zhou
Phone Number: 800-637-7455
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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