Gloria ZhuCRD Number: 5725180
Current Firm: Futureadvisor, Inc.
Gloria Zhu (CRD# 5725180) is an Investment Advisor Representative working at Futureadvisor, Inc. in San Francisco, CA and has 1 year of experience in the finance industry.
Polaris Wealth Advisory Group
Monetary Management Corporation
Wealth & Tax Planners
|Blackrock||San Francisco, CA||Oct 2019 - Current||1|
|Futureadvisor Inc.||San Francisco, CA||Oct 2019 - Current||1|
|Unemployed||San Francisco, CA||Apr 2019 - Oct 2019||< 1|
|Iconiq Capital||San Francisco, CA||Jun 2018 - Mar 2019||< 1|
|The Key Pr, LLC||San Francisco, CA||Oct 2017 - Jun 2018||< 1|
|Unemployed||San Francisco, CA||Aug 2017 - Oct 2017||< 1|
|Square||San Francisco, CA||Oct 2015 - Aug 2017||1|
|Lendup||San Francisco, CA||Nov 2014 - Oct 2015||< 1|
|Mytime||San Francisco, CA||Dec 2013 - Nov 2014||< 1|
|University Of California, Berkeley||Berkeley, CA||Dec 2009 - Dec 2013||4|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||May 2020|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management1,135MILLIONS
Total Number of Accounts18,662ACCOUNTS
Average Account Value$60,807
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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