Unclaimed Profile

Haiyang Zhang

CHECCHI CAPITAL ADVISERS, LLC·BEVERLY HILLS, California

SIE, Series 7, Series 63, Series 65Clean record6 years registeredCHECCHI CAPITAL ADVISERS, LLC

9720 WILSHIRE BLVD, BEVERLY HILLS, CA 90212CRD# 5568795Firm CRD# 143478

Profile Verification

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

Identity

Haiyang Zhang · BEVERLY HILLS, CA

Registration

CRD #5568795 · CHECCHI CAPITAL ADVISERS, LLC · 6 years registered

Brand Profile

Not yet started

Career History

CHECCHI CAPITAL ADVISERS, LLC

Aug 2020 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · August 14, 2020

Years registered · 6

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CHECCHI CAPITAL ADVISERS, LLC

CRD 143478 · SEC 801-67727

AUM

$1.9B

Regulatory assets under management

Employees

1,012 client accounts

Services offered by CHECCHI CAPITAL ADVISERS, LLC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at CHECCHI CAPITAL ADVISERS, LLC →

Introduction

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Frequently Asked Questions

What services does Haiyang Zhang offer?

Haiyang Zhang specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BEVERLY HILLS, California for a consultation.

What are Haiyang Zhang's credentials?

Haiyang Zhang is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Haiyang Zhang located?

Haiyang Zhang is based in BEVERLY HILLS, California, working with CHECCHI CAPITAL ADVISERS, LLC. Their office serves clients in the BEVERLY HILLS metropolitan area and surrounding communities.

How does Haiyang Zhang charge for services?

Haiyang Zhang's firm is compensated through percentage of aum, other: minimum account fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CHECCHI CAPITAL ADVISERS, LLC?

CHECCHI CAPITAL ADVISERS, LLC has approximately 25 employees and manages $1.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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