Wenhua N. Zhang

ATLAS CAPITAL INVESTMENT LLC

East Boston, MA 02128

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CRD#: 2620643

Professional summary

Wenhua Nmn Zhang, who also goes by Wenhua [no Middle Name] Zhang, Wenhua Zhang, is a registered financial advisor currently at ATLAS CAPITAL INVESTMENT LLC located in East Boston, Massachusetts.

Wenhua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Wenhua has worked at 5 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Wenhua [no Middle Name] Zhang | Wenhua Zhang

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Hourly Work LLC, a recruiting phone app; Investment-related; No; Location; 362 Concord Road, Weston, Massachusetts; Nature of the other business; Recruiting app; Position; CFO; Title/Relationship with the other business; CFO and investor; Description: help the company and team as needed on financial matters; Start date; January 2023; Hours/month: 1; Hours/month during securities trading hours; 0.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Wenhua Nmn Zhang's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 27, 2023 - Present

ATLAS CAPITAL INVESTMENT LLC

Office #1: 99 Sumner Street Commercial D, East Boston, MA 02128

RIA

CRD#: 319436

East Boston, MA

Past

December 19, 2016 - October 24, 2017

TAN LANE HOLDINGS LIMITED

RIA

CRD#: 284817

NEW YORK, NY

Past

February 29, 1996 - August 20, 1996

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

CRD#: 4039

Past

February 29, 1996 - August 20, 1996

EQUITABLE ADVISORS, LLC

CRD#: 6627

Past

February 28, 1996 - August 20, 1996

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

CRD#: 4039

NEW YORK, NY

Past

February 28, 1996 - August 20, 1996

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

Past

June 28, 1995 - February 14, 1996

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(9/27/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 4/11/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 6/3/1995

General Securities Representative Examination

Current Firm

ATLAS CAPITAL INVESTMENT LLC

ATLAS CAPITAL INVESTMENT LLC | ATLAS CAPITAL LLC

CRD#: 319436 / SEC#:

Massachusetts

Registered Investment Advisory firm - (10/26/2022 Approved)

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Contact information

Main Address

99 Sumner Street Commercial D, East Boston, MA 02128

Mailing Address

Phone number

(929) 933-8975

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Wenhua N. Zhang

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Wenhua Nmn Zhang's CRS (Customer Relationship Summary).

Certified licenses

Experience

ATLAS CAPITAL INVESTMENT LLC

TAN LANE HOLDINGS LIMITED

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

EQUITABLE ADVISORS, LLC

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

EQUITABLE ADVISORS, LLC

PRUCO SECURITIES, LLC.

State Registrations and Notice Filings

Exams

Series 63

Date: 4/11/1996

Series 7

Date: 6/3/1995

Current Firm

ATLAS CAPITAL INVESTMENT LLC

Contact information

Documents

Red Flags

Company Information

ATLAS CAPITAL INVESTMENT LLC

TRUST BUT VERIFY

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