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XZ

Xuelong Zhou

RSA CAPITAL
Oldsmar, FL
·CRD# 8278371·1 year experience

Professional Summary

Xuelong Zhou is a registered financial advisor currently at RSA CAPITAL located in Oldsmar, Florida. Xuelong is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Xuelong has worked at 1 firm.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

1 years in the financial services industry

Current & Past Employments

RSA CAPITAL·CRD# 173899
RIA
Oldsmar, FL
June 1, 2026 - Present

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Current Firm

RC
RSA CAPITAL

ROCKYSTREAM ADVISOR, LLC | RSA CAPITAL | ROCKYSTREAM GLOBAL WEALTH MANAGEMENT, LLC

CRD#: 173899
Florida
Registered Investment Advisory firm - Florida (10/21/2026 Approved)
New York
Registered Investment Advisory firm - New York (2/25/2015 Approved)

Contact Information

Main Address

Oldsmar, FL

Phone Number

(201) 920-1887

# of Employees

2

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

23

AUM (Assets Under Management)

$23,900,000

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

worked as life insurance agent under RockyStream Global Wealth Management, LLC address: 4954 Turtle Creek Trl, Oldsmar, FL 34677 Phone: 646 714 9576 Starting 09/2020

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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.
IAR
Florida
(10/21/2026)
IAR
New York
(6/1/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

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CRS (Client Relationship Summary) - RIA

Click below to view Xuelong Zhou's CRS (Customer Relationship Summary).

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