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Hang Zhao

Schwab Wealth Advisory, Inc.

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About Hang Zhao

Hang Zhao is a financial advisor in Orlando, Florida. Hang is registered with Schwab Wealth Advisory, Inc. and has been in the industry since 2022. Hang has a Series 7, Series 66, and Series 10 license. Hang also has a Series 63 license in addition to the Series 66 license. Hang previously worked with Equitable Advisors, LLC, and C&Es Global Exchange International LLC. Hang specializes in investment management for both individuals and businesses.

Firm Information

Hang Zhao is currently registered with Schwab Wealth Advisory, Inc.. Schwab Wealth Advisory, Inc. is an investment advisory firm based in SAN FRANCISCO, CA, United States. The firm provides financial planning and portfolio management services to individuals, businesses, and high-net-worth individuals. They also offer a wrap fee program.
Schwab Wealth Advisory, Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105-1901

Not reported

Assets Under Management

141,801

Total Clients

904

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business 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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other

Swa program paid by wrap sponsor pursuant to cost plan formula.

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Hang Zhao’s Registration & Firm History

FL

01/02/2025 - Present

Schwab Wealth Advisory, Inc. (Orlando FL)

FL

09/08/2022 - 11/10/2022

EQUITABLE ADVISORS, LLC (ORLANDO FL)

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Licenses & Designations

BOTH

Issued 01/31/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/03/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/17/2024

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 03/25/2024

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 09/08/2022

Series 7TO - General Securities Representative Examination

BC

Issued 05/20/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Hang Zhao.
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