Qiqin Zhu

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2018 → 12/2019
  Edward Jones
  St Louis, MO
• 07/2017 → 06/2018
  Self-Employment
  Fremont, CA
• 09/2015 → 12/2017
  California State University East Bay
  Hayward, CA
• 12/2019 → 08/2020
  Unemployed
  Fremont, CA
• 08/2020 → 10/2024
  Citigroup
  Fremont, CA
• 10/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Palo Alto, CA
• 11/2024 → Present
  Bank Of America, N.A.
  Palo Alto, CA

Previous Registrations

• 2020-10-13 → 2024-10-31
  Citigroup Global Markets Inc.
  Fresno, CA
  Burbank, CA
  Fresno, CA
  Fremont, CA
  Fremont, CA
  Ft Lauderdale, FL
  Ft Lauderdale, FL
  Union City, CA
  San Francisco, CA
  Fremont, CA
  Los Angeles, CA
• 2018-09-24 → 2019-12-04
  Edward Jones
  Fremont, CA
  St Louis, MO
  Fremont, CA

Exams

• S66 Uniform Combined State Law Examination
  2018-09-21

Other Names

• Judy Qiqin Zhu