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RIA / WealthAdvisorCertified Financial Planner19 years in industry

YU ZHANG KRISKO

Advisor at YZ FINANCIAL ADVISORS LLC

VIENNA, VA

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Search this name across graphsid dfx:ria:770bf64c-6ea9-ef8f-29f7-7f3008729272

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Aug 30, 2007 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: YZ FINANCIAL ADVISORS LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 17, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Jul 17, 2007
First registration: Aug 30, 2007
Dual registered: no
Other names: ECHO ZHANG GARRIGUES|Echo Zhang|YU ZHANG|YU ZHANG KRISKO|ECHO KRISKO|ECHO ZHANG KRISKO
IAPD individual key: 5331201

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
YZ FINANCIAL ADVISORS LLC	State registered	Jul 10, 2021	n/a	yes	VIENNA, VA	Current employment
OSAIC FA, INC.	Former SEC adviser	Oct 13, 2017	Jul 7, 2021	no	VIENNA, VA	Previous registration
MORGAN STANLEY	Wirehouse	Jun 5, 2012	Oct 16, 2017	no	Bethesda, MD\|Frederick, MD\|Rockville, MD	Previous registration
AMERITAS ADVISORY SERVICES	Former SEC adviser	Mar 11, 2010	Jun 12, 2012	no	ROCKVILLE, MD	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Mar 10, 2010	no	FREDERICK, MD\|Frederick, MD	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Aug 30, 2007	Jun 1, 2009	no	FREDERICK, MD	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
OSAIC FA, INC.	YZ FINANCIAL ADVISORS LLC	Jul 7, 2021	Jul 10, 2021	3	Firm change	Ibd to state RIA
MORGAN STANLEY	OSAIC FA, INC.	Oct 16, 2017	Oct 13, 2017	-3	Firm change	Other
AMERITAS ADVISORY SERVICES	MORGAN STANLEY	Jun 12, 2012	Jun 5, 2012	-7	Firm change	Other
MORGAN STANLEY	AMERITAS ADVISORY SERVICES	Mar 10, 2010	Mar 11, 2010	1	Firm change	Other
CITIGROUP GLOBAL MARKETS INC.	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other

Relationships

Registered with (5)

→ YZ FINANCIAL ADVISORS LLCRegistered adviserregistration: current employment
Jul 10, 2021 to presentfactForm ADV
→ OSAIC FA, INC.Registered adviserregistration: previous registration
Oct 13, 2017 to Jul 7, 2021factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 5, 2012 to Oct 16, 2017factForm ADV
→ AMERITAS ADVISORY SERVICESRegistered adviserregistration: previous registration
Mar 11, 2010 to Jun 12, 2012factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Aug 30, 2007 to Jun 1, 2009factForm ADV

Dated events

No dated event names this entity yet.