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Bing Cheng Zhang

Bing C. Zhang

STRATEGIC ADVISERS LLC | Vice President, Wealth Planner
HAYWARD, CA
Some features on this profile are disabled
CRD#: 5518609
Bing Cheng Zhang

Professional summary

Bing Cheng Zhang, CFP®, CPWA®, who also goes by Bing Cheng Zhang, Jacky Zhang, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Hayward, California and FIDELITY BROKERAGE SERVICES LLC located in Sunnyvale, California.

Bing is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Bing has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 exams.

Biography

I believe building and maintaining a financial plan is the key to long term financial success. As your Wealth Planner, I strive to get to know you first and understand your goals and objectives. I will provide a candid assessment of the pros and cons when assisting you with making important financial decisions. Finally, I will stay in regular contact to help you keep your plan on track and make adjustments along the way.
top-8-questions

Question & Answer

What are your service offerings?
Insurance Planning
Investment Planning
Retirement Planning
Comprehensive Financial Planni...
Tax Planning
Employee and Employer Plan Ben...
Estate Planning
What is your minimum asset requirement?
250K
How do you get paid?
Commission and Fee
Are you a "fiduciary"?
Yes

Aliases

Bing Cheng Zhang | Jacky Zhang

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bing Cheng Zhang's CRS (Customer Relationship Summary).
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

Start date: 2017

CPWA®

Certified Private Wealth Advisor

Start date: 2020-11-16

Expire date: 2024-10-31

Education

University of California, Irvine

Bachelor of Arts (BA) - International Studies

2008

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 398 W. El Camino Real Suite 102, Sunnyvale, CA 94087-1398
RIA
CRD#: 104555
HAYWARD, CA
Current

May 17, 2018 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 398-#102 W. El Camino Real, Sunnyvale, CA 94087
BD
CRD#: 7784
Sunnyvale, CA
Past

July 19, 2018 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
SUNNYVALE, CA
Past

December 5, 2017 - May 2, 2018

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
LOS ALTOS, CA
Past

December 5, 2017 - May 2, 2018

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
LOS ALTOS, CA
Past

March 18, 2016 - December 7, 2017

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
FREMONT, CA
Past

March 14, 2016 - December 7, 2017

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
FREMONT, CA
Past

September 3, 2009 - February 23, 2016

SCOTTRADE, INC.

BD
CRD#: 8206
FREMONT, CA
Past

April 22, 2009 - August 12, 2009

WELLS FARGO INVESTMENTS, LLC

BD
CRD#: 10582
MILPITAS, CA
Past

April 30, 2008 - January 30, 2009

FIS BROKERAGE & SECURITIES SERVICES LLC

BD
CRD#: 104162
LOS ANGELES, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM

CRD#: 104555 / SEC#: 801-13243

RIA
Registered Investment Advisory firm - (8/11/1977 Approved)

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(5/17/2018)
IAR
California
(3/31/2025)
RR
Colorado
(3/2/2024)
RR
Idaho
(5/1/2020)
RR
Illinois
(2/12/2021)
RR
New York
(9/9/2022)
RR
Oregon
(2/12/2021)
RR
Pennsylvania
(10/2/2019)
RR
Texas
(9/15/2020)
IAR
Texas
(3/31/2025)
RR
Virginia
(10/2/2019)
RR
Washington
(5/24/2019)
RR
Wisconsin
(4/27/2021)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/18/2016
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 6/11/2008
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/29/2008
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 5/15/2014
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 3/18/2014
General Securities Sales Supervisor - Options Module Examination
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange

Current Firm

SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM

CRD#: 104555 / SEC#: 801-13243

RIA
Registered Investment Advisory firm - (8/11/1977 Approved)
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Contact information

Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291

SEC notice filing (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FIDELITY GO (12/5/2025)
FIDELITY STRATEGIC DISCIPLINES (11/10/2025)
FIDELITY WEALTH SERVICES (9/10/2025)
STRATEGIC ADVISERS LLC (9/10/2025)
FIDELITY MANAGED FIDFOLIOS (3/31/2025)
FIDELITY WEALTH ADVISOR SOLUTIONS (3/31/2025)
FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/31/2025)

Regulatory assets under management

Total Number of Accounts2,486,631
AUM (Assets Under Management)$ 1,067,664,605,590

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
09/24/2025
Cover Page
Report

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.

Company Information

STRATEGIC ADVISERS LLC

Vice President, Wealth PlannerCRD#: 104555Hayward, CA

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Contact information

(xxx) xxx-xxxx
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