Yao Zhang (CRD# 7195132) is an Investment Advisor Representative working at Savvy Asset Management LLC in Upper Saddle River, NJ and has over 3 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pacific Century Securities | Woodside, NY | Apr 2024 - Current | < 1 |
| Grf Capital Investors Inc. | Tulsa, OK | Mar 2024 - Current | < 1 |
| Savvy Asset Management LLC | Upper Saddle River, NJ | Mar 2022 - Current | 2 |
| Pacific Century Securities, LLC | New York, NY | Sep 2019 - Dec 2023 | 4 |
| Baruch College Of Cuny | New York, NY | Jan 2017 - Jun 2019 | 2 |
| Xiamen Itg Group Corp, Ltd. | Xiamen, | Jun 2018 - Sep 2018 | < 1 |
| Hunter College At Cuny | New York, NY | Sep 2016 - Dec 2016 | < 1 |
| Lisma At Manhattan Campus | New York, NY | Jan 2015 - Sep 2016 | 1 |
| Aupair | New York, NY | Sep 2013 - Oct 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2020 |
- NJ
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
NJ
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