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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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HM

Henry Middlezong

AMFA
Darien, CT
Some features on this profile are disabled
CRD#: 7784342
HM

Professional summary

Henry Middlezong, who also goes by Henry Zhong, is a registered financial advisor currently at AMFA LLC located in Darien, Connecticut.

Henry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Henry has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Henry Zhong

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 Henry Middlezong'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®
None

Experience

Current

April 7, 2024 - Present

AMFA LLC

RIA
CRD#: 298994
Darien, CT

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
Connecticut
(4/7/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/2/2024
Uniform Investment Adviser Law Examination

Current Firm

AL
AMFA LLC
AMFA CAPITAL MANAGEMENT | AMFA LLC

CRD#: 298994 / SEC#:

Connecticut
Registered Investment Advisory firm - (1/18/2019 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
Darien, CT
Mailing Address
Phone number
(475) 544-9706
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts26
AUM (Assets Under Management)$ 17,443,434

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

AMFA LLC

CRD#: 298994Darien, CT

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