Hui Zhu
Investment adviser representative at Commonwealth Financial Network
10 yearsExperience
1 stateRegistered in
CFADesignation
$212.7BFirm 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Commonwealth Financial NetworkJan 2025 to now
- Quantis Wealth ManagementJan 2024 to now
- Commonwealth Financial NetworkJan 2024 to Dec 2024
- Oppenheimer & Co. Inc.Jan 2023 to Jan 2024
- Quantis Wealth ManagementSep 2018 to Jan 2023
- US Tech SolutionsMay 2017 to Jul 2018
- Inrun CapitalMar 2017 to May 2017
- LPL FinancialDec 2016 to Mar 2017
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (VA).
Commonwealth Financial Network
Legal name: Commonwealth Equity Services, LLC
$212.7BAssets managed
360,488Clients
2,700Advisers
34 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
- 6734834
- Firm CRD
- 8032