AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
PZ

Peng Zhang

MM GLOBAL SECURITIES
New York, NY 10022
Some features on this profile are disabled
CRD#: 6103092
PZ

Professional summary


Peng Zhang is a registered financial professional currently at MM GLOBAL SECURITIES, INC. located in New York, New York.

Peng is registered as a RR (Registered Representative) and started their career in finance in 2012. Peng has worked at 4 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 7, Series 79, Series 28 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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 Peng 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

September 8, 2016 - Present

MM GLOBAL SECURITIES, INC.

Office #1: 575 Lexington Avenue Unit 12-111, New York, NY 10022
BD
CRD#: 2509
New York, NY
Past

September 27, 2019 - March 6, 2020

RICHFIELD ORION INTERNATIONAL, INC.

BD
CRD#: 24433
CASTLE ROCK, CO
Past

July 31, 2014 - September 6, 2017

MOMENTIX CAPITAL, INC.

BD
CRD#: 20130
NEW YORK, NY
Past

November 9, 2012 - June 19, 2013

REVA CAPITAL MARKETS LLC

BD
CRD#: 105791
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
Arizona
(11/6/2025)
RR
Arkansas
(11/3/2025)
RR
California
(8/29/2023)
RR
Illinois
(11/7/2025)
RR
New Jersey
(10/31/2025)
RR
New York
(9/8/2016)
RR
Pennsylvania
(10/30/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 12/30/2023
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 28
Date: 10/27/2015
Introducing Broker/Dealer Financial Operations Principal Examination
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


MG
MM GLOBAL SECURITIES, INC.
FEIL DAILY INVESTMENT CO. | WHITEWOOD GROUP, INC | MM IGLOBAL INC. | MM GLOBAL SECURITIES, INC. | LANGILL & CO.

CRD#: 2509 / SEC#: , 8-11988

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
575 Lexington Avenue Unit 12-111, New York, NY 10022
Mailing Address
575 Lexington Avenue Fl 14, New York, NY 10022
Phone number
(929) 666-8014
Established
Illinois since 09/12/1997
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (12 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#
MMBD TRADING LTD.OWNER
EGAN, MICHAEL RCCO2269012
ZHANG, PENGFINOP/PRINCIPAL6103092

Disclosures


Regulatory Event4

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


MM GLOBAL SECURITIES, INC.

CRD#: 2509New York, NY 10022

TRUST BUT VERIFY

Monitor Peng Zhang

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Peter Faulkner Kettle
Peter KettleAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Brooklyn, NY
Richard Gaspare Dragotta
Richard DragottaAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
Paramus, NJ
Diane E Finnerty
Diane FinnertyAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
New York, NY
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics