ZT
Zhongnian Tao
XIDAR SECURITIES
CHICAGO, IL 60654
CRD#: 8045156
Some features on this profile are disabled
ZT
Zhongnian TaoXIDAR SECURITIES
Professional summary
Zhongnian Tao is a registered financial professional currently at XIDAR SECURITIES LLC located in Chicago, Illinois.
Zhongnian is registered as a RR (Registered Representative) and started their career in finance in 2025. Zhongnian has worked at 1 firm and has passed the SIE and Series 57TO exams.
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.
CRS (Client Relationship Summary) - BD
Click below to view Zhongnian Tao'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
April 16, 2025 - Present
XIDAR SECURITIES LLC
Office #1: 353 North Clark St Suite 1600, Chicago, IL 60654BD
CRD#: 328928
CHICAGO, IL
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
This advisor is not registered in any state.
Exams
General Industry/Product Exam
General Industry/Product Exam
RR
Series 57TO
Date: 3/13/2025
Securities Trader ExamSRO Registrations
RR
Cboe Exchange, Inc.
SRO Registrations
RR
FINRA
Current Firm
XS
XIDAR SECURITIES LLC
XIDAR SECURITIES LLC
CRD#: 328928 / SEC#: , 8-71186
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
Loading...
Contact information
Main Address
353 North Clark St Suite 1600, Chicago, IL 60654
Mailing Address
353 North Clark St Suite 1600, Chicago, IL 60654
Phone number
(773) 985-0489
Established
Delaware since 09/06/2023
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
Documents
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.
