Changsheng Zhao
Investment adviser representative at Kestra Advisory Services, LLC
12 yearsExperience
2 statesRegistered in
CFADesignation
$79.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Kestra Advisory Services, LLCOct 2024 to now
- Kestra Investment Services LLCOct 2024 to now
- B. Riley Wealth ManagementJul 2022 to Oct 2024
- B. Riley Wealth AdvisorsMar 2017 to Oct 2024
- National Securities CorporationFeb 2017 to Jul 2022
- Liberty Partners Capital Management, LLCSep 2015 to Feb 2017
- Liberty Partners Financial Services, LLCJan 2014 to Feb 2017
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Kestra Advisory Services, LLC
$79.8BAssets managed
117,403Clients
1,473Advisers
27 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6021793
- Firm CRD
- 283330