CC
Charles Cheng Zhang
CRD 2149094
Certified Financial Planner
Chartered Financial Consultant
Firms
| Firm | Role | As of |
|---|---|---|
| Zhang Financial Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Zhang Financial Llc
Founder And President · 75% or more · Oct 2024
-
Merion Capital Llc
Managing Member · Less than 5% · Mar 2024
-
Merion Capital Llc
Owner · 75% or more · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗