Annie Yu Zhang is an investment adviser representative (IAR) with state registration records since 2025, appearing at 3 firms. Currently registered with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
| Firm | From | To | Current |
|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2026-06-17 | present | Yes |
| WELLS FARGO CLEARING SERVICES, LLC | 2026-05-29 | 2026-06-24 | — |
| UBS FINANCIAL SERVICES INC. | 2025-10-03 | 2026-04-30 | — |