Zemin Zhu has been an investment adviser representative at Kendall Capital Management since February 2017, and is not listed among the firm’s executive officers or direct owners. Zemin Zhu holds a Master's degree in Finance from Tulane University and a Master's degree in Accounting from The George Washington University.
Kendall Capital Management is a Rockville, MD firm with $744M under management, 352 clients and 7 advisers across 2 offices, as of its March 2026 filing.
Zemin Zhu is Vice President, Portfolio Manager at Kendall Capital, based in Rockville, Maryland. He is responsible for investment strategy construction and review, mutual fund selection and quantitative analysis, and workflow automation and process optimization. While completing his Master's degree at The George Washington University, he interned at the Public Company Accounting Oversight Board, where he researched public companies for areas of risk.
- Kendall Capital ManagementCurrent– present · 9 yearsRockville, MD · Adviser representative · Firm CRD 134740
Professional designations
Listed by Kendall Capital Management
- Chartered Financial Analyst® (CFA)
Investment adviser representative registrations
Zemin Zhu is registered as an investment adviser representative in Maryland, since February 2017.
- MarylandSince 25 February 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 25 February 2017 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 6743280
- Firm
- Kendall Capital Management · CRD 134740
- Office
- 2000 TOWER OAKS BOULEVARD, SUITE 240, Rockville, MD 20852
- Registration
- Investment adviser registration
- In the industry since
- February 2017
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- kendallcapital.com
Where does Zemin Zhu work?
Zemin Zhu is an investment adviser representative registered through Kendall Capital Management since February 2017, and is not listed among the firm’s executive officers or direct owners.
Is Zemin Zhu a financial advisor?
Yes. Zemin Zhu has a current investment-adviser registration in Maryland, through Kendall Capital Management since February 2017.
How many years of experience does Zemin Zhu have?
Zemin Zhu has 9 years in the financial industry, since February 2017, across 1 adviser firm.
What exams has Zemin Zhu passed?
Zemin Zhu passed the Series 65 in February 2017.
Where is Zemin Zhu based?
Zemin Zhu’s registered office is in Rockville, MD.
Is Zemin Zhu registered with FINRA?
No. Zemin Zhu has no current broker registration.
Is Zemin Zhu a CFA charterholder?
Kendall Capital Management lists Zemin Zhu with the CFA credential (“Chartered Financial Analyst® (CFA)”) on its website. CFA Institute confirms certification status.
How can I verify Zemin Zhu’s record?
Search CRD 6743280 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Zemin Zhu’s full registration record.
