TZ
Ted H. Zhang
REVERE ASSET
St Augustine, FL
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CRD#: 7682805
TZ
Professional summary
Ted Huan Zhang, who also goes by Ted H Zhang, is a registered financial advisor currently at REVERE ASSET located in St Augustine, Florida.
Ted is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Ted has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ted H Zhang
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.
CRS (Client Relationship Summary) - RIA
Click below to view Ted Huan Zhang'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®
NoneExperience
Current
September 22, 2023 - Present
REVERE ASSET
RIA
CRD#: 152881
St Augustine, FL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
RA
REVERE ASSET
NORAM ASSET MANAGEMENT, INC. | REVERE ASSET MANAGMENT, INC. | REVERE ASSET MANAGEMENT, INC. | REVERE ASSET
CRD#: 152881 / SEC#: 801-126706
RIA
Registered Investment Advisory firm - (10/11/2022 Approved)California
Registered Investment Advisory firm - (11/11/2022 Terminated)Colorado
Registered Investment Advisory firm - (10/25/2022 Terminated)Florida
Registered Investment Advisory firm - (10/12/2022 Terminated)Michigan
Registered Investment Advisory firm - (10/19/2022 Terminated)Texas
Registered Investment Advisory firm - (10/12/2022 Terminated)Virginia
Registered Investment Advisory firm - (10/13/2022 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(9/22/2023)
Current Firm
RA
REVERE ASSET
NORAM ASSET MANAGEMENT, INC. | REVERE ASSET MANAGMENT, INC. | REVERE ASSET MANAGEMENT, INC. | REVERE ASSET
CRD#: 152881 / SEC#: 801-126706
RIA
Registered Investment Advisory firm - (10/11/2022 Approved)California
Registered Investment Advisory firm - (11/11/2022 Terminated)Colorado
Registered Investment Advisory firm - (10/25/2022 Terminated)Florida
Registered Investment Advisory firm - (10/12/2022 Terminated)Michigan
Registered Investment Advisory firm - (10/19/2022 Terminated)Texas
Registered Investment Advisory firm - (10/12/2022 Terminated)Virginia
Registered Investment Advisory firm - (10/13/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
825 Waters Creek Blvd Suite 385, Allen, TX 75013
Mailing Address
Phone number
(855) 732-5932
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (6 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 740 |
| AUM (Assets Under Management) | $ 216,756,101 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
