Unclaimed Profile

Tony Chuansen Tai

ZINVEST FINANCIAL SERVICE LLC·ANAHEIM, California

Series 4, Series 7, Series 24, Series 27, Series 63, Series 65Clean record21 years registeredZINVEST 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 · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ZINVEST FINANCIAL SERVICE LLC

ZINVEST FINANCIAL SERVICE LLC

Sep 2019 – Jul 2020

ANAHEIM, CA

KEY WEST INVESTMENTS, LLC

Dec 2010 – May 2013

SAN GABRIEL, CA

UCB ASSET MANAGEMENT, INC.

Jan 2008 – Apr 2009

NEW YORK, NY

UCB INVESTMENT SERVICES, INC.

Jan 2005 – Apr 2009

MONTEREY PARK, CA

Registrations & Exams

FINRA examinations passed

Series 4

Series 7

Series 24

Series 27

Series 63

Series 65

Registration record

First registered · January 12, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ZINVEST FINANCIAL SERVICE LLC

CRD 297563 · SEC 801-117145

AUM

$24M

Regulatory assets under management

Employees

924 client accounts

Services offered by ZINVEST FINANCIAL SERVICE LLC

Per Form ADV

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at ZINVEST FINANCIAL SERVICE LLC →

Introduction

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Frequently Asked Questions

What services does Tony Chuansen Tai offer?

Tony Chuansen Tai specializes in Investment Management.

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, last registered with ZINVEST FINANCIAL SERVICE LLC.

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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