Yuqing Zhang
Investment adviser representative at UBS Financial Services Inc.
11 yearsExperience
1 stateRegistered in
$915.8BFirm assets
55 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 assetsHourlyFixed or flat feeCommissionsOther
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
11 years in the industry.
- UBS Financial Services Inc.Mar 2026 to now
- UBS Financial Service Inc.Jan 2025 to now
- AspiriantJun 2024 to Jul 2024
- University of Southern CaliforniaAug 2023 to Dec 2024
- N/aJul 2022 to Aug 2023
- Golden Eagle Asset ManagementApr 2022 to Jul 2022
- Cicc Wealth ManagementAug 2021 to Sep 2021
- Shenzhen Stock ExchangeAug 2020 to Oct 2020
- University of California, IrvineSep 2018 to Mar 2022
- Shenzhen Senior High SchoolSep 2015 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
UBS Financial Services Inc.
$915.8BAssets managed
1,144,588Clients
9,366Advisers
55 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
- 8023935
- Firm CRD
- 8174