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Eric Zhang

Liontree Advisors LLC

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About Eric Zhang

Eric Zhang is a financial advisor associated with Liontree Advisors LLC. Eric has been in the industry since July 28, 2017, and is licensed in both California and New York. Eric has earned the Series 63, SIE, and Series 79 licenses.

Firm Information

Eric Zhang is currently registered with Liontree Advisors LLC. Liontree Advisors LLC is a Limited Liability Company formed in May 2012. The firm is registered with the SEC and has a presence in 22 states, including Arkansas, California, Colorado, Connecticut, District of Columbia, Florida, Illinois, Kansas, Louisiana, Maryland, Massachusetts, Nebraska, Nevada, New Jersey, New York, Ohio, Pennsylvania, Rhode Island, South Carolina, Texas, Virginia, and Washington.

Not reported

Assets Under Management

Not reported

Total Clients

37

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Eric Zhang’s Registration & Firm History

CA

09/26/2018 - Present

Liontree Advisors LLC (San Francisco CA)

CA

07/24/2017 - 09/20/2018

CITIGROUP GLOBAL MARKETS INC. (SAN FRANCISCO CA)

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Licenses & Designations

BC

Issued 07/28/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/24/2017

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Eric Zhang.
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