YZ
Yuanfang Zhu
ENSO FINANCIAL
Phoenix, AZ
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CRD#: 7808876
YZ
Professional summary
Yuanfang Zhu is a registered financial advisor currently at ENSO FINANCIAL located in Phoenix, Arizona.
Yuanfang is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Yuanfang 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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Yuanfang Zhu'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
October 18, 2023 - Present
ENSO FINANCIAL
RIA
CRD#: 328410
Phoenix, AZ
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
Arizona(10/18/2023)
IAR
Texas(10/30/2023)
Current Firm
EF
ENSO FINANCIAL
ENSO FINANCIAL | ENSO FINANCIAL PLC
CRD#: 328410 / SEC#:
Arizona
Registered Investment Advisory firm - (10/18/2023 Approved)Texas
Registered Investment Advisory firm - (10/20/2023 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Phoenix, AZ
Mailing Address
4611 E. Chandler Blvd. Suite 112 - 1080, Phoenix, AZ 85048
Phone number
(574) 855-6826
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 13 |
| AUM (Assets Under Management) | $ 1,031,724 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
