YZ
Yue Zhao
AC SUNSHINE SECURITIES
Orlando, FL 32801
CRD#: 8057158
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YZ
Yue ZhaoAC SUNSHINE SECURITIES
Professional summary
Yue Zhao is a registered financial professional currently at AC SUNSHINE SECURITIES LLC located in Orlando, Florida.
Yue is registered as a RR (Registered Representative) and started their career in finance in 2025. Yue has worked at 1 firm and has passed the Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
No
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) - BD
Click below to view Yue Zhao'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
August 6, 2025 - Present
AC SUNSHINE SECURITIES LLC
Office #1: 200 E. Robinson Street Suite 295, Orlando, FL 32801BD
CRD#: 317903
Orlando, FL
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
This advisor is not registered in any state.
Exams
General Industry/Product Exam
RR
Series 7TO
Date: 8/6/2025
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market
Current Firm
AS
AC SUNSHINE SECURITIES LLC
AC SUNSHINE SECURITIES LLC
CRD#: 317903 / SEC#: , 8-70837
BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information
Main Address
200 E. Robinson Street Suite 295, Orlando, FL 32801
Mailing Address
200 E. Robinson Street Suite 295, Orlando, FL 32801
Phone number
(689) 689-9686
Established
Florida since 06/16/2021
Firm type
Limited Liability Company
Fiscal year end
June
Firm Size
Small
# of Employees
FINRA licenses (11 States and Territories)
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
