Charles Z. Albrezzi
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Charles Zhang Albrezzi, who also goes by Charles Zhang, Zhong Zhang, was a registered financial professional .
Charles is a previously registered financial professional and started their career in finance in 2013. Charles had worked at 1 firm and has passed the Series 65 exam.
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Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
November 25, 2013 - July 23, 2014
BEACON POINTE WEALTH ADVISORS, LLC
State Registrations and Notice Filings
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Current Firm
BEACON POINTE WEALTH ADVISORS, LLC
CRD#: 151328 / SEC#: 801-70550
Contact information
Documents
Red Flags
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