David Zeng
Professional summary
David Zeng is a registered financial professional 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.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view David Zeng's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 5, 2014 - Present
CENTERVIEW PARTNERS LLC
Office #1: 555 California St, Suite 4300, San Francisco, CA 94104August 6, 2013 - May 29, 2014
MORGAN STANLEY & CO. LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
FINRA
Current Firm
CENTERVIEW PARTNERS LLC
CRD#: 133796 / SEC#: , 8-66774
Contact information
FINRA licenses (2 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 |
Red Flags
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