Yan-zhi Huang (CRD# 5207952) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fairfax, VA and has over 10 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Inco | Fairfax, VA | Apr 2020 - Current | 4 |
| Bank Of America, N.a. | Fairfax, VA | Apr 2020 - Current | 4 |
| Hsbc Securities Usa Inc. | Arlington, VA | Jun 2018 - Apr 2020 | 1 |
| Hsbc Bank Usa Na | Arlington, VA | Jun 2018 - Apr 2020 | 1 |
| Wells Fargo Clearing Services, LLC | Arlington, VA | Nov 2016 - Dec 2018 | 2 |
| Wells Fargo Bank Na | Arlington, VA | Jan 2011 - May 2018 | 7 |
| Wells Fargo Advisors, LLC | Arlington, VA | Oct 2013 - Nov 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2013 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2016 |
- TX
- VA
-
Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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