XZ
Xin Zhang
DATA ONE CAPITAL MANAGEMENT LLC
FRISCO, TX 75034
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CRD#: 7457587
XZ
Professional summary
Xin Zhang is a registered financial advisor currently at DATA ONE CAPITAL MANAGEMENT LLC located in Frisco, Texas.
Xin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Xin has worked at 1 firm and has passed the Series 65 exam.
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.
1) DATA ONE GLOBAL; NON-INVESTMENT RELATED; 6735 SALT CEDAR WAY, BUILDING 1, SUITE 300, FRISCO, TX 75034; DATA ANALYTICS AND ALGORITHM DEVELOPMENT; SENIOR DATA SCIENTIST; 08/2016; APPROX. 160 HOURS PER MONTH DURING TRADING HOURS; DATA AND ALGORITHM RESEARCH AND DEVELOPMENT.
CRS (Client Relationship Summary) - RIA
Click below to view Xin 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
November 19, 2021 - Present
DATA ONE CAPITAL MANAGEMENT LLC
Office #1: 6136 Frisco Square Blvd Ste 300, Frisco, TX 75034RIA
CRD#: 316965
FRISCO, TX
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(11/19/2021)
Current Firm
DO
DATA ONE CAPITAL MANAGEMENT LLC
DATA ONE CAPITAL MANAGEMENT LLC | DATAONE CAPITAL MANAGEMENT, LLC
CRD#: 316965 / SEC#:
Texas
Registered Investment Advisory firm - (11/19/2021 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
6136 Frisco Square Blvd Ste 300, Frisco, TX 75034
Mailing Address
Phone number
(469) 929-2827
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 1 |
| AUM (Assets Under Management) | $ 40,000,000 |
Red Flags
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Company Information
DATA ONE CAPITAL MANAGEMENT LLC
CRD#: 316965Frisco, TX 75034TRUST BUT VERIFY
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