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JZ

Jiali Zhang

REVERE SECURITIES
NEW YORK, NY 10022
CRD#: 8153912
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JZ
Jiali ZhangREVERE SECURITIES

Professional summary

Jiali Zhang, who also goes by Summer Zhang, is a registered financial professional currently at REVERE SECURITIES LLC located in New York, New York.

Jiali is registered as a RR (Registered Representative) and started their career in finance in 2026. Jiali has worked at 1 firm and has passed the Series 63, Series 7TO and SIE exams.

Aliases

Summer 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.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jiali 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

February 11, 2026 - Present

REVERE SECURITIES LLC

Office #1: 560 Lexington Avenue 16th Floor, New York, NY 10022
BD
CRD#: 14178
NEW YORK, NY

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
New York
(2/11/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 5/16/2025
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/11/2026
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 9/27/2024
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

RS
REVERE SECURITIES LLC
ASR DIVISION OF TRACK SECURITIES CORP | TRACK SECURITIES CORP. | REVERE WEALTH MANAGEMENT LLC | REVERE SECURITIES LLC | REVERE SECURITIES CORP. | M-W SECURITIES CORP. | BRIARCLIFF CAPITAL CORP.

CRD#: 14178 / SEC#: , 8-30511

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

Main Address
560 Lexington Avenue 16th Floor, New York, NY 10022
Mailing Address
560 Lexington Avenue 16th Floor, New York, NY 10022
Phone number
(212) 688-2350
Established
Delaware since 12/31/2013
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers

NamePositionCRD#
REVERE INVESTMENT HOLDINGS LLCSHAREHOLDER
BODKIN, GREGORY PATRICKCHIEF COMPLIANCE OFFICER3008389
FULLMAN, SCOTT HOWARDPRESIDENT / CHIEF OPERATIONS OFFICER1516584
MORENO, WILLIAM FRANCISCEO / EXECUTIVE CHAIRMAN2801621
ZULUAGA, OSEASCFO / FINOP4186791

Disclosures

Regulatory Event14
Arbitration3

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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Company Information

REVERE SECURITIES LLC

CRD#: 14178New York, NY 10022

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