Ye Zang

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 02/2010 → 12/2020
  Tax-Masters, Inc.
  Rockville, MD
• 02/2010 → Present
  Elizabeth Ye Zang, Cpa, Llc
  Rockville, MD
• 04/2017 → 09/2025
  Avantax Investment Services, Inc
  Rockville, MD
• 07/2020 → 09/2025
  Avantax Advisory Services
  Rockville, MD
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Rockville, MD
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2020-07-29 → 2025-09-05
  Avantax Advisory Services
  Rockville, MD

Other Businesses

1) Elizabeth Ye Zang, CPA, LLC 18 Ritchfield Court Rockville MD 20850 Tax Preparation/Accounting Owner/Sole Proprietor 2/1/2010 120hrs~60hrs Perform accounting and tax preparation services for clients. Oversee daily operations 2) RENTAL-1249 FLAT ROCK, VA 23821 POSITION: owner NATURE: Residential Rental-1249 Flat Rock Rd., Alberta, VA 23821 INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/15/2019 ADDRESS: 18 Ritchfield Court, Rockville MD 20850, United States DESCRIPTION: Owner. Hired a property mgmt company to manage the property for me.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-11-21
• S63 Uniform Securities Agent State Law Examination
  2018-06-02