Xiaoxiao Zhang
Investment adviser representative at Brookstone Wealth Advisors, LLC
10 yearsExperience
1 stateRegistered in
$0Firm assets
19 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Brookstone Wealth Advisors, LLCDec 2025 to now
- Brookstone Wealth AdvisorDec 2025 to now
- Swing EducationAug 2024 to Nov 2025
- Kindercare EducationJun 2023 to Jun 2024
- Smart KarmaMar 2021 to May 2023
- N/aJan 2020 to Feb 2021
- Lenovo GroupJan 2016 to Dec 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
Brookstone Wealth Advisors, LLC
$0Assets managed
0Clients
222Advisers
19 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
- 8200386
- Firm CRD
- 137658