Unclaimed Profile

Tony Chuansen Tai

ZINVEST FINANCIAL SERVICE LLC·ANAHEIM, California

ZINVEST FINANCIAL SERVICE LLC

2400 EAST KATELLA AVE., ANAHEIM, CA 92806CRD# 2504504Firm CRD# 297563

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Tony Chuansen Tai · ANAHEIM, CA

Registration

CRD #2504504 · ZINVEST FINANCIAL SERVICE LLC

Brand Profile

Not yet started

Disclosure history

2 disclosures on file · See FINRA BrokerCheck for full record

About

Tony Chuansen Tai is a registered financial advisor based in ANAHEIM, California, affiliated with ZINVEST FINANCIAL SERVICE LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Client Types

Individuals

Introduction

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Firm Overview

Firm

ZINVEST FINANCIAL SERVICE LLC

AUM

$24M

Regulatory assets under management

Employees

Total firm employees

View all advisors at ZINVEST FINANCIAL SERVICE LLC →

Services

Portfolio management (individuals)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 2504504

Firm CRD# 297563

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Tony Chuansen Tai offer?

Tony Chuansen Tai specializes in Investment Management. Contact their office in ANAHEIM, California for a consultation.

What are Tony Chuansen Tai's credentials?

Tony Chuansen Tai is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Tony Chuansen Tai located?

Tony Chuansen Tai is based in ANAHEIM, California, working with ZINVEST FINANCIAL SERVICE LLC. Their office serves clients in the ANAHEIM metropolitan area and surrounding communities.

How does Tony Chuansen Tai charge for services?

Tony Chuansen Tai's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ZINVEST FINANCIAL SERVICE LLC?

ZINVEST FINANCIAL SERVICE LLC has approximately 3 employees and manages $24M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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