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Xia Zhang

Masterworks Advisers, LLC

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About Xia Zhang

Xia Zhang is a financial professional with over a decade of experience in the financial services industry. Xia has held various roles at firms such as PHD Capital, Caldwell International Securities, PHX Financial, Inc., and Independent Brokerage Solutions LLC. Xia is currently registered with Masterworks Advisers, LLC and holds licenses in both New York and Texas. Xia is passionate about helping clients achieve their financial goals and is committed to providing them with personalized advice and guidance.

Firm Information

Xia Zhang is currently registered with Masterworks Advisers, LLC. Masterworks Advisers, LLC is an investment adviser based in NEW YORK, NY. The firm manages approximately $37,198,850 in assets for 438 clients. Masterworks Advisers, LLC provides portfolio management for individuals and pooled investment vehicles. The firm primarily works with individuals other than high-net-worth individuals, high-net-worth individuals, and pooled investment vehicles.
Masterworks Advisers, LLC

225 LIBERTY STREET

NEW YORK, NY 10281

$37.20M

Assets Under Management

Not reported

Total Clients

32

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 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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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Xia Zhang’s Registration & Firm History

NY

06/30/2023 - Present

Masterworks Advisers, LLC (NEW YORK NY)

NY

05/06/2022 - 02/27/2023

ARETE WEALTH MANAGEMENT, LLC (New York NY)

NY

10/21/2019 - 05/05/2022

INDEPENDENT BROKERAGE SOLUTIONS LLC (New York NY)

NY

12/23/2014 - 10/14/2019

PHX FINANCIAL, INC. (NEW YORK NY)

NA

06/22/2011 - 01/07/2015

CALDWELL INTERNATIONAL SECURITIES (NASSAU )

NY

11/26/2008 - 06/21/2011

PHD CAPITAL (NEW YORK CITY NY)

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Licenses & Designations

BOTH

Issued 06/29/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/17/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/25/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Xia Zhang.
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