Changsheng Zhao
Changsheng Zhao is a CFA-designated registered investment advisor at Kestra Advisory Services, LLC, based in Boca Raton, FL, with 13 years of industry experience. Changsheng is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 117,403 clients with $80B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Asset-based fees range up to 2.5% of assets under management and are negotiable based on account size, registration type, and services provided.
Fee Estimator
Location
2424 N Federal Hwy, Ste 400, Boca Raton, FL, 33431
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Changsheng works full-time as an Investment Advisor Representative (IAR) through Kestra Advisory Services, LLC. He also dedicates full-time hours to registered representative activities through Kestra Investment Services under Wealth Empowerment Financial and Alpha Partners Wealth Management.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
B. Riley Wealth ManagementBroker
B. Riley Wealth Advisors, INC.
National Securities CorporationBroker
Liberty Partners Capital Management, LLC
Liberty Partners Financial Services, LLCBroker
Nsm Securities, INC.Broker
State Registrations18 states
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
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