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Zemin Zhu

Kendall Capital Management

Rockville, MD

CRD 6743280

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Employer firm

Kendall Capital Management CRD 134740

$744M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

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

Current Employers
Kendall Capital Management

2000 Tower Oaks Boulevard Suite 240, Rockville, MD 20852 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2017-02-25
  • MD RA
    APPROVED
    Since 2017-02-25

Branch Locations

2000 Tower Oaks Boulevard Suite 240, Rockville, MD 20852 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Kendall Capital Management Rockville MD 08/2016 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-02-25
  • S65 Uniform Investment Adviser Law Examination
    2017-02-25

View on SEC IAPD

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Nearby Investors

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Nearby Offices

LPL FINANCIAL LLC · ROCKVILLE, MD
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ROCKVILLE, MD
NAVY FEDERAL INVESTMENT SERVICES, LLC · Rockville, MD

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