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Haiyang Zhang

Checchi Capital Advisers, LLC

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About Haiyang Zhang

Haiyang Zhang is an investment advisor representative with Checchi Capital Advisers, LLC based in Beverly Hills, CA. Haiyang is active with the Investment Advisor Representative (IAR) registration. Haiyang has been in the industry since 2008 and has previously been employed with Arbor Court Capital, LLC and J.P. Morgan Securities LLC. Haiyang holds licenses for the Series 63, Series 65, Series 7 and the SIE exams. They have specialized in providing portfolio management for individuals and businesses, as well as for pooled investment vehicles. Haiyang Zhang specializes in investments for clients in the insurance company, charitable organization, high-net-worth individuals, other investment advisors, pooled investment vehicles, and corporations or other businesses sectors.

Firm Information

Haiyang Zhang is currently registered with Checchi Capital Advisers, LLC. Checchi Capital Advisers, LLC is a Beverly Hills, CA-based investment advisor with approximately $1.9 billion in regulatory assets under management. The firm provides portfolio management for individuals, businesses, and pooled investment vehicles. They serve a variety of clients, including high-net-worth individuals, insurance companies, charitable organizations, other investment advisors, and corporations.
Checchi Capital Advisers, LLC

9720 WILSHIRE BLVD

BEVERLY HILLS, CA 90212

$1.90B

Assets Under Management

Not reported

Total Clients

6

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.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Minimum account fee

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Haiyang Zhang’s Registration & Firm History

CA

08/14/2020 - Present

Checchi Capital Advisers, LLC (BEVERLY HILLS CA)

CA

02/07/2013 - 11/11/2020

ARBOR COURT CAPITAL, LLC (Beverly Hills CA)

CA

11/03/2008 - 02/16/2011

J.P. MORGAN SECURITIES LLC (LOS ANGELES CA)

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Licenses & Designations

IA

Issued 08/13/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/22/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/01/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Haiyang Zhang.
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