ZC
Zhaoyang Chu
TRADESK SECURITIES
Short Hills, NJ 07078
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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.
CRS (Client Relationship Summary) - BD
Click below to view Zhaoyang Chu'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®
NoneExperience
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 07078BD
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
Alaska(2/26/2024)
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
District of Columbia(2/29/2024)
RR
Florida(4/30/2024)
RR
Georgia(2/19/2024)
RR
Hawaii(6/24/2024)
RR
Idaho(2/15/2024)
RR
Indiana(3/13/2024)
RR
Iowa(2/19/2024)
RR
Kansas(2/20/2024)
RR
Kentucky(2/20/2024)
RR
Louisiana(2/26/2024)
RR
Maine(2/29/2024)
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
Missouri(8/15/2024)
RR
Montana(2/28/2024)
RR
Nebraska(3/15/2024)
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
Oklahoma(2/15/2024)
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
Utah(2/15/2024)
RR
Vermont(2/28/2024)
RR
Virgin Islands(3/25/2024)
RR
Virginia(3/16/2024)
RR
Washington(2/20/2024)
RR
West Virginia(2/16/2024)
RR
Wisconsin(2/14/2024)
RR
Wyoming(2/29/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 79TO
Date: 12/10/2024
Investment Banking Registered Representative ExaminationGeneral Industry/Product Exam
RR
Series 7TO
Date: 5/20/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
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)
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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 (52 States and Territories)
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
