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XZ

Xia Zhang

STARTENGINE PRIMARY
BURBANK, CA 91505
CRD#: 5583537
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XZ
Xia ZhangSTARTENGINE PRIMARY

Professional summary


Xia Zhang, who also goes by Hunter Zhang, is a registered financial professional currently at STARTENGINE PRIMARY LLC located in Burbank, California.

Xia is registered as a RR (Registered Representative) and started their career in finance in 2008. Xia has worked at 8 firms and has passed the Series 66, Series 63, Series 7TO, Series 79TO, SIE and Series 7 exams.

Aliases


Hunter 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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Xia Zhang'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 23, 2026 - Present

STARTENGINE PRIMARY LLC

Office #1: 4100 W Alameda Avenue 3rd Floor, Burbank, CA 91505
BD
CRD#: 291773
BURBANK, CA
Past

June 23, 2023 - March 24, 2026

MASTERWORKS ADVISERS, LLC

RIA
CRD#: 324239
NEW YORK, NY
Past

August 1, 2022 - June 29, 2023

ARETE WEALTH ADVISORS, LLC

RIA
CRD#: 145488
New York, NY
Past

May 6, 2022 - February 27, 2023

ARETE WEALTH MANAGEMENT, LLC

BD
CRD#: 44856
New York, NY
Past

October 21, 2019 - May 5, 2022

INDEPENDENT BROKERAGE SOLUTIONS LLC

BD
CRD#: 153563
New York, NY
Past

December 23, 2014 - October 14, 2019

PHX FINANCIAL, INC.

BD
CRD#: 144403
NEW YORK, NY
Past

June 22, 2011 - January 7, 2015

CALDWELL INTERNATIONAL SECURITIES

BD
CRD#: 104323
NASSAU,
Past

November 26, 2008 - June 21, 2011

PHD CAPITAL

BD
CRD#: 38785
NEW YORK CITY, NY

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 6/29/2022
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 6/23/2026
General Securities Representative Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


SP
STARTENGINE PRIMARY LLC
STARTENGINE PRIMARY LLC

CRD#: 291773 / SEC#: , 8-70060

BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information


Main Address
4100 W Alameda Avenue 3rd Floor, Burbank, CA 91505
Mailing Address
4100 W Alameda Avenue 3rd Floor, Burbank, CA 91505
Phone number
(800) 469-5785
Established
Delaware since 10/12/2017
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)


Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
STARTENGINE CROWDFUNDING INC.SOLE SHAREHOLDER
MARKS, HOWARD EDWARDCEO6617096
REYES, JONATHAN ALEXANDERCCO6654501
STRASSMAN, HUNTER DALLASFINOP6867203

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


STARTENGINE PRIMARY LLC

CRD#: 291773Burbank, CA 91505

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