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ZZ

Zheng Zhu

SCHOLARDOG
IRVINE, CA 92618
CRD#: 8228625
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ZZ
Zheng ZhuSCHOLARDOG

Professional summary


Zheng Zhu is a registered financial advisor currently at SCHOLARDOG located in Irvine, California.

Zheng is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Zheng 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 Zheng Zhu'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

April 14, 2026 - Present

SCHOLARDOG

Office #1: 525 Technology Drive Suite 320, Irvine, CA 92618
RIA
CRD#: 341107
IRVINE, CA

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
(4/14/2026)

Exams


State Security Law Exam
IAR
Series 65
Date: 12/27/2025
Uniform Investment Adviser Law Examination

Current Firm


SC
SCHOLARDOG
SCHOLARDOG | SCHOLARDOG LLC

CRD#: 341107 / SEC#:

California
Registered Investment Advisory firm - (4/14/2026 Approved)
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Contact information


Main Address
525 Technology Drive Suite 320, Irvine, CA 92618
Mailing Address
Phone number
(949) 620-7972
Established
Firm type
Fiscal year end
# of Employees
5

Documents


Latest Form ADV
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


SCHOLARDOG

CRD#: 341107Irvine, CA 92618

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