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HJ

Hao Jiang

EAST RIVER CAPITAL MANAGEMENT LLC
PITTSFIELD, MA 01201
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CRD#: 7901997
HJ

Professional summary


Hao Jiang is a registered financial advisor currently at EAST RIVER CAPITAL MANAGEMENT LLC located in Pittsfield, Massachusetts.

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

top-8-questions

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.
Zhong Lun LLP is a law firm with headquarter in Beijing, China. It is not related to investment or investment advisory. The business address of its headquarter is 24 Floor, CP Center South Tower, Chaoyang District, Beijing, China. Mr. Hao Jiang joined Zhong Lun LLP as a partner in September 2017. Each week, Mr. Hao jiang generally spends 10 to 20 hours on legal work at Zhong Lun LLP, with no time during securities trading hours due to time zone difference. Mr. Hao Jiang manages and supervises a team of lawyers on venture capital, private equity, tax, and wealth management projects.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Hao Jiang'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

November 25, 2024 - Present

EAST RIVER CAPITAL MANAGEMENT LLC

Office #1: 82 Wendell Avenue Suite 100, Pittsfield, MA 01201
RIA
CRD#: 329485
PITTSFIELD, MA

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
Massachusetts
(11/25/2024)

Exams


State Security Law Exam
IAR
Series 65
Date: 5/4/2023
Uniform Investment Adviser Law Examination

Current Firm


ER
EAST RIVER CAPITAL MANAGEMENT LLC
EAST RIVER CAPITAL MANAGEMENT LLC

CRD#: 329485 / SEC#:

Massachusetts
Registered Investment Advisory firm - (11/25/2024 Approved)
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Contact information


Main Address
82 Wendell Avenue Suite 100, Pittsfield, MA 01201
Mailing Address
Phone number
(617) 618-8550
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts3
AUM (Assets Under Management)$ 2,473,397

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


EAST RIVER CAPITAL MANAGEMENT LLC

CRD#: 329485Pittsfield, MA 01201

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