Kimberly Chao (CRD# 5360804) is an Investment Advisor Representative working at Zebra Crossing Asset Management LLC in New York, NY and has 1 year 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 |
|---|---|---|---|
| Zebra Crossing Asset Management LLC | New York, NY | Oct 2014 - Current | 9 |
| Start-up For Zebra Crossing Asset Management LLC | New York, NY | Jun 2013 - Oct 2014 | 1 |
- CA
- NY
-
Total Assets Under Management22MILLIONS
-
Total Number of Accounts78ACCOUNTS
-
Average Account Value$279,487
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
CA, NY
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