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BZ

Biru Zhao

SCALEVIEW SECURITIES LLC
AUSTIN, TX 78704
Some features on this profile are disabled
CRD#: 7489108
BZ

Professional summary

Biru Zhao is a registered financial professional currently at SCALEVIEW SECURITIES LLC located in Austin, Texas.

Biru is registered as a RR (Registered Representative) and started their career in finance in 2022. Biru has worked at 3 firms and has passed the Series 63, Series 79TO and SIE exams.

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 Biru Zhao's 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

March 5, 2026 - Present

SCALEVIEW SECURITIES LLC

Office #1: 3755 S. Capital Of Texas Hwy., Suite No. 105, Austin, TX 78704
BD
CRD#: 318523
AUSTIN, TX
Past

January 31, 2024 - May 14, 2024

BRIGHTTOWER SECURITIES LLC

BD
CRD#: 318266
New York, NY
Past

May 21, 2022 - April 12, 2023

CANACCORD GENUITY LLC

BD
CRD#: 1020
BOSTON, MA

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
Texas
(3/5/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 4/16/2022
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 5/21/2022
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 3/12/2022
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

SS
SCALEVIEW SECURITIES LLC
SCALEVIEW SECURITIES LLC

CRD#: 318523 / SEC#: , 8-70880

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

Main Address
3755 S. Capital Of Texas Hwy., Suite No. 105, Austin, TX 78704
Mailing Address
3755 S. Capital Of Texas Hwy., Suite No. 105, Austin, TX 78704
Phone number
(512) 549-6358
Established
Texas since 01/25/2022
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (2 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
SCALEVIEW PARTNERS LLCMEMBER
AMSBERRY, RICHARD FRANCISFINOP / PFO / POO2917504
DAVIDSON, KENNETH JORDANMANAGER / CCO5825255
SNODGRASS, JAY AMANAGER6392323
WILCOX, FABER WATSONMANAGER5532948

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

SCALEVIEW SECURITIES LLC

CRD#: 318523Austin, TX 78704

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