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CZ

Christie Zhang

INVESCO MANAGED ACCOUNTS
Seattle, WA 98121
Some features on this profile are disabled
CRD#: 7750652
CZ

Professional summary

Christie Zhang is a registered financial advisor currently at INVESCO MANAGED ACCOUNTS, LLC located in Seattle, Washington.

Christie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Christie has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

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) - RIA

Click below to view Christie 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

January 25, 2024 - Present

INVESCO MANAGED ACCOUNTS, LLC

Office #1: 2001 Sixth Ave. Suite 2310, Seattle, WA 98121
RIA
CRD#: 154461
Seattle, WA

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".
IM
INVESCO MANAGED ACCOUNTS, LLC
INVESCO MANAGED ACCOUNTS, LLC | SNW ASSET MANAGEMENT, LLC | SEATTLE-NORTHWEST ASSET MANAGEMENT, LLC

CRD#: 154461 / SEC#: 801-61716

RIA
Registered Investment Advisory firm - (1/28/2003 Approved)

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
Washington
(1/25/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/8/2024
Uniform Investment Adviser Law Examination

Current Firm

IM
INVESCO MANAGED ACCOUNTS, LLC
INVESCO MANAGED ACCOUNTS, LLC | SNW ASSET MANAGEMENT, LLC | SEATTLE-NORTHWEST ASSET MANAGEMENT, LLC

CRD#: 154461 / SEC#: 801-61716

RIA
Registered Investment Advisory firm - (1/28/2003 Approved)
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Contact information

Main Address
2001 Sixth Ave. Suite 2310, Seattle, WA 98121
Mailing Address
Phone number
+1 (866) 769-2773
Established
Firm type
Fiscal year end
# of Employees
60

SEC notice filing (53 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SNW ADV 2A BROCHURE (3/27/2025)

Regulatory assets under management

Total Number of Accounts12,544
AUM (Assets Under Management)$ 24,606,305,138

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

INVESCO MANAGED ACCOUNTS, LLC

CRD#: 154461Seattle, WA 98121

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