Yusi Zhang has been an investment adviser representative at Gilbert Greg RIA since November 2025, and is not listed among the firm’s executive officers or direct owners.
Gilbert Greg RIA, LLC is an Oakland, CA firm with $174M under management, 657 clients and 35 advisers across 35 offices, as of its May 2026 filing.
- – present · under a yearIrvine, CA · Adviser representative · Firm CRD 304981
Investment adviser representative registrations
Yusi Zhang is registered as an investment adviser representative in California, since November 2025.
- CaliforniaSince 7 November 2025
Examinations
No examinations are on Yusi Zhang’s record.
- CRD
- 8182313
- Firm
- Gilbert Greg RIA · CRD 304981
- Office
- Irvine, CA
- Registration
- Investment adviser registration
- In the industry since
- November 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Yusi Zhang work?
Yusi Zhang is an investment adviser representative registered through Gilbert Greg RIA, LLC since November 2025, and is not listed among the firm’s executive officers or direct owners.
Is Yusi Zhang a financial advisor?
Yes. Yusi Zhang has a current investment-adviser registration in California, through Gilbert Greg RIA since November 2025.
How many years of experience does Yusi Zhang have?
Yusi Zhang has 0 years in the financial industry, since November 2025, across 1 adviser firm.
Where is Yusi Zhang based?
Yusi Zhang’s registered office is in Irvine, CA.
Is Yusi Zhang registered with FINRA?
No. Yusi Zhang has no current broker registration.
How can I verify Yusi Zhang’s record?
Search CRD 8182313 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Yusi Zhang’s full registration record.