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ZINVEST FINANCIAL SERVICE LLC
ZINVEST FINANCIAL SERVICE LLC
MIAMI, Florida
·
8 registered advisors
·
CRD# 297563
SEC# 801-117145
0
949-309-2386
01
Firm Overview
AUM
$24M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
8
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Investment Management
04
Advisors at ZINVEST FINANCIAL SERVICE LLC
8 registered advisors
Bingshan Nmn Song
MIAMI, Florida
CRD# 6798955
Christopher Joseph Cook
MIAMI, Florida
CRD# 2800929
Eric John Smith
ANAHEIM, California
CRD# 1220164
John Rouse Macgregor
ANAHEIM, California
CRD# 2510548
Minghuang Li
ANAHEIM, California
CRD# 6895284
Tao Hu
ANAHEIM, California
CRD# 6861026
Tony Chuansen Tai
ANAHEIM, California
CRD# 2504504
Ye Chen
ANAHEIM, California
CRD# 5944979
05
Office Locations
ANAHEIM, California
6 advisors
MIAMI, Florida
2 advisors
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Data sourced from SEC Form ADV filings. ZINVEST FINANCIAL SERVICE LLC (CRD# 297563) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.