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XZ

Xijian Zhang

BEACON HILL WEALTH MANAGEMENT LTD
Victoria, Bc, V8V 3K9
Some features on this profile are disabled
CRD#: 7442332
XZ

Professional summary

Xijian Zhang, who also goes by Alex Zhang, is a registered financial advisor currently at BEACON HILL WEALTH MANAGEMENT LTD .

Xijian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Xijian has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Alex 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 Xijian 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®
None

Experience

Current

January 30, 2026 - Present

BEACON HILL WEALTH MANAGEMENT LTD

Office #1: 1133 Fort Street, Victoria, Bc, V8V 3K9
RIA
CRD#: 325860
Victoria, Bc,
Past

June 30, 2025 - December 31, 2025

BEACON HILL WEALTH MANAGEMENT LTD

RIA
CRD#: 325860
VICTORIA, BC,

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".
BH
BEACON HILL WEALTH MANAGEMENT LTD
BEACON HILL WEALTH MANAGEMENT | BEACON HILL WEALTH MANAGEMENT LTD

CRD#: 325860 / SEC#: 801-129439

RIA
Registered Investment Advisory firm - (1/26/2024 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
Texas
(1/30/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/29/2025
Uniform Investment Adviser Law Examination

Current Firm

BH
BEACON HILL WEALTH MANAGEMENT LTD
BEACON HILL WEALTH MANAGEMENT | BEACON HILL WEALTH MANAGEMENT LTD

CRD#: 325860 / SEC#: 801-129439

RIA
Registered Investment Advisory firm - (1/26/2024 Approved)
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Contact information

Main Address
1133 Fort Street, Victoria, Bc, V8V 3K9
Mailing Address
Phone number
(778) 433-1314
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (1 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

BHWM ADV BROCHURE (3/18/2025)
BHWM WRAP BROCHURE (3/18/2025)

Regulatory assets under management

Total Number of Accounts233
AUM (Assets Under Management)$ 105,698,660

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

BEACON HILL WEALTH MANAGEMENT LTD

CRD#: 325860Victoria, Bc, V8V 3K9

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