YZ
YZ

Ying Zhang

12 Years of Experience
New York, NY
Broker

Ying Zhang is a registered investment advisor at Gilder Gagnon Howe & CO. LLC, based in New York, NY, with 12 years of industry experience. Their practice areas include Investment Management. Their firm serves 5,896 clients with $12B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)
Firm Size
31 advisors
Number of Clients
5,896 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$11.6B

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)

GGHC offers investment management services where the firm makes all the investment decisions for you. The fees depend on the type of account you have:

  • Non-retirement accounts: You pay a commission on each trade. Expect to pay 3%-5% of the account value annually, but it could be as high as 8% or more depending on trading activity.
  • Retirement accounts: You pay an annual fee of 2.5% of the account value, charged monthly. This fee covers investment advice, trade execution, custody, and reporting.
Loading...

Location

475 Tenth Ave, 12th floor, New York, NY, 10018

Get directions

History

Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
Gilder Gagnon Howe & CO. LLC
January 2016 - Present · 10 yrs 6 mos
Gilder Gagnon Howe & CO. LLCBroker
January 2016 - Present · 10 yrs 6 mos
Previous Registrations
Hsbc Securities (USA) INC.
July 2014 - January 2016 · 1 yr 6 mos
Hsbc Securities (USA) INC.Broker
October 2013 - January 2016 · 2 yrs 3 mos
J.P. Morgan Securities LLCBroker
December 2012 - February 2013 · 2 mos
State Registrations50 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
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.