Zemin ZhuCRD Number: 6743280
Current Firm: Kendall Capital Management
Zemin Zhu (CRD# 6743280) is an Investment Advisor Representative working at Kendall Capital Management in Rockville, MD and has over 5 years of experience in the finance industry.
David Wealth Management, LLC
Equitable Advisors, LLC
Grove Point Advisors, LLC
|Kendall Capital Management||Rockville, MD||Aug 2016 - Current||5|
|George Washington University||Washington, DC||Aug 2014 - May 2016||1|
|Tulane University||New Orleans, LA||Aug 2013 - Jul 2014||< 1|
|Shanghai University||Jiading District, Shanghai,||Sep 2009 - Jul 2013||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Feb 2017|
Total Assets Under Management480MILLIONS
Total Number of Accounts1,133ACCOUNTS
Average Account Value$423,253
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
DC, DE, FL, MD, NH, TX, VA
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