LZ
Lingyi Zhang
E.F. HUTTON & CO.
New York, NY
CRD#: 8185677
Some features on this profile are disabled
LZ
Lingyi ZhangE.F. HUTTON & CO.
Professional summary
Lingyi Zhang is a registered financial professional currently at E.F. HUTTON & CO. LLC located in New York, New York.
Lingyi is registered as a RR (Registered Representative) and started their career in finance in 2026. Lingyi 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 Lingyi Zhang'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
March 2, 2026 - Present
E.F. HUTTON & CO. LLC
BD
CRD#: 322687
New York, NY
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: 3/2/2026
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
EH
E.F. HUTTON & CO. LLC
E.F. HUTTON & CO. LLC | WH CAPITAL LLC
CRD#: 322687 / SEC#: , 8-70957
BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
Loading...
Contact information
Main Address
745 Fifth Avenue 34th Floor & Ph, New York, NY 10151
Mailing Address
745 Fifth Avenue 34th Floor & Ph, New York, NY 10151
Phone number
(212) 970-3700
Established
New Mexico since 06/29/2022
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
FINRA licenses (53 States and Territories)
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.
