LZ
Li Zhang
WEDGE CAPITAL MANAGEMENT LLP
CHARLOTTE, NC 28202-6002
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CRD#: 5740178
LZ
Professional summary
Li Zhang is a registered financial advisor currently at WEDGE CAPITAL MANAGEMENT LLP located in Charlotte, North Carolina.
Li is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Li has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Cumulus / Cirrus Properties LLC Non investment-related Rental properties Equity partner ~ 50% w/ husband Hours/month <1
CRS (Client Relationship Summary) - RIA
Click below to view Li Zhang'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®
NoneExperience
Current
January 11, 2010 - Present
WEDGE CAPITAL MANAGEMENT LLP
Office #1: 301 South College Street #3800, Charlotte, NC 28202-6002RIA
CRD#: 106234
CHARLOTTE, NC
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".
WC
WEDGE CAPITAL MANAGEMENT LLP
WEDGE CAPITAL MANAGEMENT LLP
CRD#: 106234 / SEC#: 801-29479
RIA
Registered Investment Advisory firm - (3/31/1987 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.Highlighted states indicate IAR registrations
IAR
North Carolina(1/11/2010)
Exams
Current Firm
WC
WEDGE CAPITAL MANAGEMENT LLP
WEDGE CAPITAL MANAGEMENT LLP
CRD#: 106234 / SEC#: 801-29479
RIA
Registered Investment Advisory firm - (3/31/1987 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
301 South College Street #3800, Charlotte, NC 28202-6002
Mailing Address
Phone number
(704) 334-6475
Established
Firm type
Fiscal year end
# of Employees
25
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 227 |
| AUM (Assets Under Management) | $ 7,652,000,000 |
Red Flags
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