QZ
CFP · ChFC
QZ
CFP · ChFC
Qiadong Zhao
15 Years of Experience
Edison, NJ
1 DisclosureBroker
Qiadong Zhao is a CFP, ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Edison, NJ, with 15 years of industry experience. Qiadong operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location
1775 Rte 27, Edison, NJ, 08817
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Regulatory History (1)
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Customer Dispute
October 2020Denied
Other Business Activities
Qiadong owns one rental property. This activity is not investment-related.
Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2017 - Present · 8 yrs 8 mos
Cetera Investment Services LLCBroker
September 2017 - Present · 8 yrs 8 mos
Previous Registrations
LPL Financial LLCBroker
February 2017 - September 2017 · 7 mos
LPL Financial LLC
February 2017 - September 2017 · 7 mos
Cetera Investment Advisers LLC
January 2014 - February 2017 · 3 yrs 1 mo
Cetera Investment Services LLC
January 2014 - January 2014 · 0 mos
Cetera Investment Services LLCBroker
November 2013 - February 2017 · 3 yrs 3 mos
Nylife Securities LLCBroker
March 2010 - August 2013 · 3 yrs 5 mos
State Registrations16 states
CACTDCFLGAILMAMDNDNJNYPARITXVAVT
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.