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HJ

Hao Jiang

EAST RIVER CAPITAL MANAGEMENT
PITTSFIELD, MA 01201
Some features on this profile are disabled
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.

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.

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)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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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