Nan Zhang

PLANO, TX

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CRD#: 8271846

Professional summary

Nan Zhang was a registered financial advisor .

Nan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Nan had worked at 1 firm .

At a Glance

Always Fiduciary

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.

Business name: GaiaMine Limited; Nature: Fintech — critical minerals investment research Gaia Terminal and project listing platform SpiderMine; Role: Founder and equity holder; Location: Mostly remote; Investment-related?: No, it's a SaaS business; Time devoted: I am currently winding down operations. Only minimal time is spent on the entity, with approximately 10% of time devoted to this activity in an oversight capacity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

September 25, 2026 - Present

PLANO, TX

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

Texas
(9/25/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

What does exam status mean?

Current firm

No current employment

Red Flags

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