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The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

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BZ

Borui Zhang

YOUYA WEALTH
DIX HILLS, NY
Some features on this profile are disabled
CRD#: 6639846
BZ

Professional summary

Borui Zhang, CFP®, who also goes by Bray Zhang, is a registered financial advisor currently at YOUYA WEALTH located in Dix Hills, New York.

Borui is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Borui has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Bray 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 Borui 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®
CFP®

Certified Financial Planner

Experience

Current

May 8, 2026 - Present

YOUYA WEALTH

RIA
CRD#: 342387
DIX HILLS, NY
Past

July 16, 2025 - April 2, 2026

LPL FINANCIAL LLC

BD
CRD#: 6413
JERSEY CITY, NJ
Past

January 26, 2022 - July 10, 2025

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
Manhasset, NY
Past

January 26, 2022 - July 10, 2025

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
Manhasset, NY
Past

February 27, 2018 - October 14, 2022

TD AMERITRADE, INC.

RIA
CRD#: 7870
Manhasset, NY
Past

February 26, 2018 - September 7, 2023

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 111514
Manhasset, NY
Past

February 26, 2018 - July 29, 2024

TD AMERITRADE, INC.

BD
CRD#: 7870
Manhasset, NY
Past

May 31, 2017 - February 26, 2018

SCOTTRADE INVESTMENT MANAGEMENT

RIA
CRD#: 169988
SAINT LOUIS, MO
Past

May 2, 2017 - February 26, 2018

SCOTTRADE, INC.

BD
CRD#: 8206
FOREST HILLS, NY
Past

May 9, 2016 - August 1, 2016

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
FLUSHING, NY

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
New York
(5/8/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/26/2017
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 5/20/2016
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: 5/2/2017
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 5/9/2016
Investment Company Products/Variable Contracts Representative Examination

Current Firm

YW
YOUYA WEALTH
YOUYA WEALTH | YOUYA WEALTH LLC

CRD#: 342387 / SEC#:

New York
Registered Investment Advisory firm - (5/8/2026 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
Dix Hills, NY
Mailing Address
Phone number
(888) 818-9689
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV
0

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

YOUYA WEALTH

CRD#: 342387Dix Hills, NY

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