CEO · ETZ Advisory LLC
Jiazi Guo
CRD 6222478 · Named on Form ADV at one SEC-registered adviser
At a glance
ETZ Advisory LLC, an SEC-registered wealth manager with $1.1 billion in regulatory assets, lists Jiazi Guo on its Form ADV as CEO, a control person.
Firms and roles
- ETZ Advisory LLCCEOWealth manager · United States · $1.1B in regulatory assets
AtlasMembers
Jiazi’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Yisroel BergidaChief Compliance Officer, ETZ Advisory LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jiazi’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.