Yu Z. Krisko
Professional summary
Yu Zhang Krisko, CFP®, who also goes by Echo Zhang Garrigues, Echo Zhang Krisko, Echo Krisko, Yu Zhang, Yu Zhang Krisko, Echo Zhang, is a registered financial advisor currently at YZ FINANCIAL ADVISORS LLC located in Vienna, Virginia.
Yu is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Yu has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Yu Zhang Krisko's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2011
Experience
July 10, 2021 - Present
YZ FINANCIAL ADVISORS LLC
July 6, 2021 - April 22, 2022
PURSHE KAPLAN STERLING INVESTMENTS
October 13, 2017 - July 7, 2021
OSAIC FA, INC.
October 13, 2017 - July 7, 2021
OSAIC FA, INC.
June 5, 2012 - October 16, 2017
MORGAN STANLEY
June 5, 2012 - October 16, 2017
MORGAN STANLEY
March 11, 2010 - June 12, 2012
AMERITAS INVESTMENT COMPANY, LLC
February 25, 2010 - June 12, 2012
AMERITAS INVESTMENT COMPANY, LLC
June 1, 2009 - March 10, 2010
MORGAN STANLEY
June 1, 2009 - March 10, 2010
MORGAN STANLEY
August 30, 2007 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
July 3, 2007 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/14/2021)
(7/10/2021)
Exams
Current Firm
YZ FINANCIAL ADVISORS LLC
CRD#: 314477 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 45 |
| AUM (Assets Under Management) | $ 9,431,834 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
