SZ
Steven Q. Zhang
YOUHE ADVISORS LLC
New York, NY 10019
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CRD#: 6829975
SZ
Professional summary
Steven Qin Zhang, who also goes by Steven Q Zhang, is a registered financial advisor currently at YOUHE ADVISORS LLC located in New York, New York.
Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Steven has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Steven Q 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.
Youhe Invest, - LLC - officer, Not-Investment Related, Accounting & Tax located at 152 West 57th Street 28th Fl, NY, NY 10019; Youhe Advisors LLC - financial Advisory - Independent Broker located at 152 West 57th Street 28th Fl, NY, NY 10019; Yok Advisor - Officer-Financial Services, Accounting & Tax - Independent Broker located at 152 West 57th Street 28th Fl, NY, NY 10019.
CRS (Client Relationship Summary) - RIA
Click below to view Steven Qin 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
February 20, 2023 - Present
YOUHE ADVISORS LLC
Office #1: 152 W 57th Street 28th Fl., New York, NY 10019RIA
CRD#: 289259
New York, 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(2/20/2023)
Exams
Current Firm
YA
YOUHE ADVISORS LLC
YOUHE ADVISORS LLC
CRD#: 289259 / SEC#:
New York
Registered Investment Advisory firm - (12/17/2018 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
152 W 57th Street 28th Fl., New York, NY 10019
Mailing Address
Phone number
(646) 481-1398
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 1 |
| AUM (Assets Under Management) | $ 252,000 |
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.
