David Zeng
Professional Summary
David Zeng is a registered financial advisor currently at CENTERVIEW PARTNERS LLC located in San Francisco, California. David is registered as a RR (Registered Representative) and started their career in finance in 2013. David has worked at 2 firms and has passed the SIE and Series 79 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Contact Information
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Disclosures on record.
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Years of Experience
13 years in the financial services industry
Current & Past Employments
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Current Firm
CENTERVIEW PARTNERS LLC | PRUZAN & CO., LLC
Contact Information
Main Address
31 West 52nd Street 22nd Floor, New York, NY 10019Mailing Address
31 West 52nd Street 22nd Floor, New York, NY 10019Phone Number
(212) 380-2650Established
Delaware since 02/25/2004Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
MediumFINRA licenses (2 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| CENTERVIEW PARTNERS ADVISORY HOLDINGS LLC | MANAGING MEMBER | — |
| EFFRON, BLAIR WAYNE | PARTNER | 1532642 |
| HARTMAN, ALAN PHILIP | PARTNER | 2595280 |
| KOSOWSKY, AMANDA LENORE | CHIEF COMPLIANCE OFFICER | 6639399 |
| PRUZAN, ROBERT ALAN | PARTNER | 2018542 |
| ROBINSON, MARK JASON | PARTNER | 2394581 |
| VICARI, JEANNE | FINOP & CHIEF FINANCIAL OFFICER | 1975263 |
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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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79 — Investment Banking Registered Representative Examination
Passed Aug 2013About the Series 79 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view David Zeng's CRS (Customer Relationship Summary).
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