YZ
Yi Zeng
INVESTAMILY
Oak Park, CA
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CRD#: 6866852
YZ
Professional summary
Yi Zeng, CFA, who also goes by VIctor Zeng, is a registered financial advisor currently at INVESTAMILY, LLC located in Oak Park, California.
Yi is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Yi has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Victor Zeng
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.
Independent insurance agent receiving insurance commissions for health insurance applications through Covered California health insurance marketplace since 2016; 4-12 hrs/mth Real Estate Broker licensed by the State of Illinois, operating as property manager of self-owned condo unit located in Chicago, IL since 2012; 4 hrs/mth Employment by New Dream Services Inc. as Chief Financial Officer, which is based in Irvine, CA since 2013; 20 hrs/mth Non of the above are investment-related business activities.
CRS (Client Relationship Summary) - RIA
Click below to view Yi Zeng'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®
Experience
Current
November 7, 2017 - Present
INVESTAMILY, LLC
RIA
CRD#: 290204
Oak Park, CA
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
California(11/8/2017)
IAR
Illinois(11/7/2017)
Exams
Current Firm
IL
INVESTAMILY, LLC
INVESTAMILY, LLC
CRD#: 290204 / SEC#:
California
Registered Investment Advisory firm - (11/8/2017 Approved)Illinois
Registered Investment Advisory firm - (11/7/2017 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Oak Park, CA
Mailing Address
Phone number
(312) 613-6518
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 7 |
| AUM (Assets Under Management) | $ 2,300,000 |
Red Flags
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