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XZ

Xiaoxiao Zhang

BROOKSTONE WEALTH ADVISORS
Sunnyvale, CA
CRD#: 8200386
Some features on this profile are disabled
XZ
Xiaoxiao ZhangBROOKSTONE WEALTH ADVISORS

Professional summary

Xiaoxiao Zhang, who also goes by Evelyn Zhang, is a registered financial advisor currently at BROOKSTONE WEALTH ADVISORS, LLC located in Sunnyvale, California.

Xiaoxiao is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Xiaoxiao has worked at 1 firm and has passed the Series 63, Series 65 and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Evelyn Zhang

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 Xiaoxiao Zhang'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

December 15, 2025 - Present

BROOKSTONE WEALTH ADVISORS, LLC

RIA
CRD#: 137658
Sunnyvale, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BW
BROOKSTONE WEALTH ADVISORS, LLC
BROOKSTONE WEALTH ADVISORS, LLC | RWA, INC | RETIREMENT WEALTH ADVISORS, LLC | RETIREMENT WEALTH ADVISORS, INC. | RETIREMENT RESOURCES | FORMULAFOLIO INVESTMENT STRATEGIES

CRD#: 137658 / SEC#: 801-67628

RIA
Registered Investment Advisory firm - (3/16/2007 Approved)

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
California
(12/15/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 10/4/2025
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 7/14/2025
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 5/22/2025
Securities Industry Essentials Examination

Current Firm

BW
BROOKSTONE WEALTH ADVISORS, LLC
BROOKSTONE WEALTH ADVISORS, LLC | RWA, INC | RETIREMENT WEALTH ADVISORS, LLC | RETIREMENT WEALTH ADVISORS, INC. | RETIREMENT RESOURCES | FORMULAFOLIO INVESTMENT STRATEGIES

CRD#: 137658 / SEC#: 801-67628

RIA
Registered Investment Advisory firm - (3/16/2007 Approved)
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Contact information

Main Address
1745 S Naperville Rd Suite 200, Wheaton, IL 60189
Mailing Address
Phone number
(630) 653-1400
Established
Firm type
Fiscal year end
# of Employees
247

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BWA ADV 2A (3/2/2026)
0

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

BROOKSTONE WEALTH ADVISORS, LLC

CRD#: 137658Sunnyvale, CA

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