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Chris Yubo Zhang

Investment adviser representative at Ascend Interplay, LLC
11 yearsExperience
2 statesRegistered in
$390.2MFirm assets
4 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

11 years in the industry.

  1. Ascend Interplay, LLCJan 2022 to now
  2. StudentAug 2021 to Dec 2021
  3. Morgan Stanley & Co LLCAug 2017 to Jul 2021
  4. Morgan Stanley Asia LimitedJun 2015 to Aug 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2017
  • Series 65 · Uniform Investment Adviser Law2022

State registrations

Registered as an investment adviser representative in 2 states (NY, TX).

Ascend Interplay, LLC

$390.2MAssets managed
19Clients
8Advisers
4 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
6524696
Firm CRD
317344
Advisor's SEC record (opens in a new tab)
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