Shiyi Zhang has been an investment adviser representative at Illumine Investment Management since March 2021, and is not listed among the firm’s executive officers or direct owners. Shiyi Zhang holds a Master's degree in Finance from the University of California, Irvine.
Illumine Investment Management, LLC is a Poulsbo, WA firm with $215M under management, 90 clients and 5 advisers across 4 offices, as of its February 2026 filing.
Shiyi (Zayn) Zhang is an Analyst at Illumine Investment Management, LLC. He joined the team in 2020 and supports the firm's analysis, investment research, and trading activities.
- – present · 5 yearsIrvine, CA · Adviser representative · Firm CRD 311661
Professional designations
Listed by Illumine Investment Management
- CFA
Investment adviser representative registrations
Shiyi Zhang is registered as an investment adviser representative in 2 states. The first approvals date from March 2021; the most recent is Texas, in February 2022.
- CaliforniaSince 25 March 2021
- TexasSince 16 February 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 15 March 2021 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 7355692
- Firm
- Illumine Investment Management · CRD 311661
- Office
- Irvine, CA
- Registration
- Investment adviser registration
- In the industry since
- March 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- illumineinvest.com
Where does Shiyi Zhang work?
Shiyi Zhang is an investment adviser representative registered through Illumine Investment Management, LLC since March 2021, and is not listed among the firm’s executive officers or direct owners.
Is Shiyi Zhang a financial advisor?
Yes. Shiyi Zhang has a current investment-adviser registration in California and Texas, through Illumine Investment Management since March 2021.
How many years of experience does Shiyi Zhang have?
Shiyi Zhang has 5 years in the financial industry, since March 2021, across 1 adviser firm.
What exams has Shiyi Zhang passed?
Shiyi Zhang passed the Series 65 in March 2021.
Where is Shiyi Zhang based?
Shiyi Zhang’s registered office is in Irvine, CA.
Is Shiyi Zhang registered with FINRA?
No. Shiyi Zhang has no current broker registration.
Is Shiyi Zhang a CFA charterholder?
Illumine Investment Management lists Shiyi Zhang with the CFA credential (“CFA”) on its website. CFA Institute confirms certification status.
How can I verify Shiyi Zhang’s record?
Search CRD 7355692 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Shiyi Zhang’s full registration record.