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Chunzi Zhang

DUALITAS CAPITAL MANAGEMENT LLC·HARTSDALE, New York
Clean recordDUALITAS CAPITAL MANAGEMENT LLC
221 E HARTSDALE AVENUE, HARTSDALE, NY 10530CRD# 4678629Firm CRD# 322597

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Chunzi Zhang · HARTSDALE, NY
Registration
CRD #4678629 · DUALITAS CAPITAL MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Chunzi Zhang is a registered financial advisor based in HARTSDALE, New York, affiliated with DUALITAS CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
DUALITAS CAPITAL MANAGEMENT LLC
DUALITAS
AUM
—
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at DUALITAS CAPITAL MANAGEMENT LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: EXPENSE PAYMENT
Regulatory
SEC/IARD CRD# 4678629
Firm CRD# 322597
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Chunzi Zhang offer?
Chunzi Zhang specializes in Retirement Planning. Contact their office in HARTSDALE, New York for a consultation.
What are Chunzi Zhang's credentials?
Chunzi Zhang is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Chunzi Zhang located?
Chunzi Zhang is based in HARTSDALE, New York, working with DUALITAS CAPITAL MANAGEMENT LLC. Their office serves clients in the HARTSDALE metropolitan area and surrounding communities.
How does Chunzi Zhang charge for services?
Chunzi Zhang's firm is compensated through percentage of aum, performance-based fees, other: expense payment. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DUALITAS CAPITAL MANAGEMENT LLC?
DUALITAS CAPITAL MANAGEMENT LLC is a registered investment adviser with the SEC. See their Form ADV for full details.
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Other Advisors at DUALITAS CAPITAL MANAGEMENT LLC

Yingyong Chen
HARTSDALE, NY

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