Yu Z. Krisko

YZ FINANCIAL ADVISORS LLC

Vienna, VA

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CRD#: 5331201

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

Are you a "fiduciary"?

Yes

Aliases

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

YZ Financial Advisors - Investment Related - 403 Tapawingo Road SW, Vienna, VA 22180 - RIA - Founder and Financial Advisor - Started: 4/13/2021 - 120 Hours/80 Trading Hours - Investment Advisory, portfolio management and financial planning ~~~ PKS Financial - Investment Related - 80 State Street, Albany, NY 12207 - Fixed/Traditional Insurance - Agent - 4 Hours/4 Trading Hours - Sales of Fixed / Traditional insurance products.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Yu Zhang Krisko's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

CRD#: 7059

FREDERICK, MD

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Maryland
(7/14/2021)

IAR

Virginia
(7/10/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/17/2007

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/2/2007

General Securities Representative Examination

Current Firm

YZ FINANCIAL ADVISORS LLC

CRD#: 314477 / SEC#:

Maryland

Registered Investment Advisory firm - (7/14/2021 Approved)

Virginia

Registered Investment Advisory firm - (7/10/2021 Approved)

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Contact information

Main Address

Vienna, VA

Mailing Address

Phone number

(571) 200-6131

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	55
AUM (Assets Under Management)	$ 9,056,117

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.

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Firm Stability Insights

Yu Z. Krisko

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Yu Zhang Krisko's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

OSAIC FA, INC.

OSAIC FA, INC.

MORGAN STANLEY

MORGAN STANLEY

AMERITAS INVESTMENT COMPANY, LLC

AMERITAS INVESTMENT COMPANY, LLC

MORGAN STANLEY

MORGAN STANLEY

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 7/17/2007

SIE

Date: 10/1/2018

Series 7

Date: 7/2/2007

Current Firm

YZ FINANCIAL ADVISORS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

YZ FINANCIAL ADVISORS LLC

TRUST BUT VERIFY

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