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Dustin Yuzhen Zhao

CRC-IB

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About Dustin Yuzhen Zhao

Dustin Zhao is a financial advisor with CRC-IB, a firm based in San Francisco. Dustin has been in the industry since August 2022 and holds the Series 63, Series 79TO and SIE licenses. Dustin is registered in both California and New York.

Firm Information

Dustin Zhao is currently registered with CRC-IB. CRC-IB is a Limited Liability Company formed on January 14, 2011, and is registered in 36 states and with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

16

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Dustin Zhao’s Registration & Firm History

CA

08/02/2022 - Present

CRC-IB (San Francisco CA)

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Licenses & Designations

BC

Issued 08/16/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/02/2022

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 06/06/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dustin Yuzhen Zhao.
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