Yuqing Zhang

Employer firm

Ubs Financial Services Inc. CRD 8174

$916B regulatory AUM 18,245 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 01/2025 → Present
  Ubs Financial Service Inc.
  San Francisco, CA
• 06/2024 → 07/2024
  Aspiriant
  San Francisco, CA
• 08/2023 → 12/2024
  University Of Southern California
  Los Angeles, CA
• 04/2022 → 07/2022
  Golden Eagle Asset Management
  Shenzhen
• 08/2021 → 09/2021
  Cicc Wealth Management
  Shenzhen
• 08/2020 → 10/2020
  Shenzhen Stock Exchange
  Shenzhen
• 09/2018 → 03/2022
  University Of California, Irvine
  Irvine, CA
• 09/2015 → 06/2018
  Shenzhen Senior High School
  Shenzhen
• 07/2022 → 08/2023
  N/A
  Shenzhen

Exams

• S66 Uniform Combined State Law Examination
  2026-03-23