Xinyi Zhang
張心怡
This page summarises the Hong Kong Securities and Futures Commission (SFC) public register record for Xinyi Zhang (張心怡), a licensed Representative with CE reference BRR414. Currently licensed at 2 firm(s): Avenue Family Office Limited, Avenue Investment Management Limited. Active regulated activities: Type 1 - Dealing in securities. This person has 4.8 years of SFC licence history. Total licence records on file: 5.
Information
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Licence history
| Firm | Role | Regulated activity | From | To |
|---|---|---|---|---|
| Avenue Family Office Limited 道信家族辦公室有限公司 |
Rep | Type 1 - Dealing in securities | 2026-02-24 | present |
| Avenue Investment Management Limited 道信投資管理有限公司 |
Rep | Type 1 - Dealing in securities | 2026-02-24 | present |
| Huatai Financial Holdings (Hong Kong) Limited 華泰金融控股(香港)有限公司 |
Rep | Type 4 - Advising on securities | 2022-01-19 | 2026-02-03 |
| Huatai Financial Holdings (Hong Kong) Limited 華泰金融控股(香港)有限公司 |
Rep | Type 1 - Dealing in securities | 2021-09-20 | 2026-02-03 |
| Huatai Financial Holdings (Hong Kong) Limited 華泰金融控股(香港)有限公司 |
Rep | Type 2 - Dealing in futures contracts | 2021-09-20 | 2026-02-03 |
Worked alongside
The 20 closest colleagues, strongest tie first — individuals licensed at the same firm as Xinyi Zhang during overlapping periods. Ranked by how long they overlapped and how similar their regulated activities were, with shared time at a smaller firm weighted more than at a large one. See the detailed formula.