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ZC

Zhaoyang Chu

TRADESK SECURITIES
Short Hills, NJ 07078
Some features on this profile are disabled
CRD#: 5363798
ZC

Professional summary

Zhaoyang Chu, who also goes by Eric Chu, is a registered financial professional currently at TRADESK SECURITIES, INC. located in Short Hills, New Jersey.

Zhaoyang is registered as a RR (Registered Representative) and started their career in finance in 2009. Zhaoyang has worked at 3 firms and has passed the Series 63, Series 79TO, Series 7TO, SIE, Series 87, Series 7, Series 4 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Eric Chu

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Zhaoyang Chu's CRS (Customer Relationship Summary).
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

June 2, 2023 - Present

TRADESK SECURITIES, INC.

Office #1: 830 Morris Turnpike Suite 401, Short Hills, NJ 07078Office #2: 830 Morris Turnpike Suite 401, Short Hills, NJ 07078
BD
CRD#: 321643
Short Hills, NJ
Past

March 27, 2012 - April 11, 2014

CANACCORD GENUITY LLC

BD
CRD#: 1020
NEW YORK, NY
Past

September 23, 2009 - September 26, 2012

CANACCORD GENUITY SECURITIES LLC

BD
CRD#: 24790
NEW YORK, NY

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(3/21/2024)
RR
Arizona
(3/5/2024)
RR
Arkansas
(3/4/2024)
RR
California
(2/9/2024)
RR
Colorado
(2/29/2024)
RR
Connecticut
(2/20/2024)
RR
Delaware
(2/19/2024)
RR
Florida
(4/30/2024)
RR
Georgia
(2/19/2024)
RR
Hawaii
(6/24/2024)
RR
Illinois
(1/2/2026)
RR
Indiana
(3/13/2024)
RR
Iowa
(2/19/2024)
RR
Kentucky
(2/20/2024)
RR
Louisiana
(2/26/2024)
RR
Maryland
(3/13/2024)
RR
Massachusetts
(5/23/2024)
RR
Michigan
(3/7/2024)
RR
Minnesota
(5/21/2024)
RR
Mississippi
(2/21/2024)
RR
Montana
(2/28/2024)
RR
Nevada
(2/16/2024)
RR
New Hampshire
(3/6/2024)
RR
New Jersey
(7/28/2023)
RR
New Mexico
(3/21/2024)
RR
New York
(2/14/2024)
RR
North Carolina
(3/20/2024)
RR
North Dakota
(3/15/2024)
RR
Ohio
(2/12/2024)
RR
Oregon
(2/26/2024)
RR
Pennsylvania
(2/9/2024)
RR
Puerto Rico
(4/26/2024)
RR
Rhode Island
(2/14/2024)
RR
South Carolina
(3/1/2024)
RR
South Dakota
(3/5/2024)
RR
Tennessee
(2/27/2024)
RR
Texas
(2/17/2024)
RR
Vermont
(2/28/2024)
RR
Virgin Islands
(3/25/2024)
RR
Virginia
(3/16/2024)
RR
Washington
(2/20/2024)
RR
Wisconsin
(2/14/2024)
RR
Wyoming
(2/29/2024)

Exams

State Security Law Exam
RR
Series 63
Date: 1/26/2023
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 12/10/2024
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 7TO
Date: 5/20/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 4/14/2022
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 87
Date: 11/16/2009
Research Analyst Exam - Part II Regulations Module
General Industry/Product Exam
RR
Series 7
Date: 9/21/2009
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 4
Date: 10/12/2023
Registered Options Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 6/21/2022
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

TS
TRADESK SECURITIES, INC.
TRADESK SECURITIES, INC.

CRD#: 321643 / SEC#: , 8-70930

BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
830 Morris Turnpike Suite 401, Short Hills, NJ 07078
Mailing Address
830 Morris Turnpike Suite 401, Short Hills, NJ 07078
Phone number
(973) 782-1688
Established
Delaware since 11/30/2021
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
TRADESK HOLDINGS, INC.SOLE SHAREHOLDER
BRANT, DAVID ROBERTFINOP2718478
CHU, ZHAOYANGCEO, EXECUTIVE REPRESENTATIVE5363798
ROSENZWEIG, TODD SCHIEF COMPLIANCE OFFICER2199723

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.

Company Information

TRADESK SECURITIES, INC.

CRD#: 321643Short Hills, NJ 07078

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