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Steven Qin Zhang

Youhe Advisors LLC

New York, NY

CRD 6829975

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Employer firm

Youhe Advisors LLC CRD 289259

$252.0K regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Youhe Advisors Llc

152 W 57Th Street 28Th Fl., New York, NY 10019 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2023-02-20
  • NY RA
    APPROVED
    Since 2023-02-20

Branch Locations

152 W 57Th Street 28Th Fl., New York, NY 10019 • 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
Youhe Invest Llc New York NY 01/2009 Present
  • 01/2009 → Present
    Youhe Invest Llc
    New York, NY
Other Businesses

Youhe Invest, - LLC - officer, Not-Investment Related, Accounting & Tax located at 152 West 57th Street 28th Fl, NY, NY 10019; Youhe Advisors LLC - financial Advisory - Independent Broker located at 152 West 57th Street 28th Fl, NY, NY 10019; Yok Advisor - Officer-Financial Services, Accounting & Tax - Independent Broker located at 152 West 57th Street 28th Fl, NY, NY 10019.

Designations
  • Chartered Financial Analyst
Other Names
  • Steven Q Zhang

View on SEC IAPD

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