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HZ

Haozhe Zhao

CRAFT CAPITAL MANAGEMENT LLC
Garden City, NY 11530
Some features on this profile are disabled
CRD#: 7931176
HZ

Professional summary

Haozhe Zhao, who also goes by Henry Zhao, is a registered financial professional currently at CRAFT CAPITAL MANAGEMENT LLC located in Garden City, New York.

Haozhe is registered as a RR (Registered Representative) and started their career in finance in 2025. Haozhe has worked at 1 firm and has passed the Series 63, Series 79TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Henry Zhao

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) - BD

Click below to view Haozhe Zhao's CRS (Customer Relationship Summary).
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 14, 2025 - Present

CRAFT CAPITAL MANAGEMENT LLC

Office #1: 377 Oak Street Lower Concourse Ste C2, Garden City, NY 11530
BD
CRD#: 171350
Garden City, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
New York
(5/6/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 6/10/2024
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 4/14/2025
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 3/4/2024
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

CC
CRAFT CAPITAL MANAGEMENT LLC
CRAFT CAPITAL MANAGEMENT LLC

CRD#: 171350 / SEC#: , 8-69455

BD
Broker-Dealer Firm Regulated by FINRA (Long Island district office)
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Contact information

Main Address
377 Oak Street Lower Concourse Ste C2, Garden City, NY 11530
Mailing Address
377 Oak Street Lower Concourse Ste C2, Garden City, NY 11530
Phone number
(516) 833-1325
Established
New York since 10/15/2013
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
CRAFT ASSET HOLDINGS LLCMANAGING MEMBER
FURST, RONALD ALLANCCO/ROP1007934
KIRONT, BARRY MICHAELCEO2281871
KIRONT, STEPHEN MARKEVP/COO2009609
RYAN, KIMBERLY ANNFINOP4316310

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

CRAFT CAPITAL MANAGEMENT LLC

CRD#: 171350Garden City, NY 11530

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