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Erik Zhou

Brex Treasury LLC

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About Erik Zhou

Erik Zhou is a financial professional with Brex Treasury LLC. Erik has been in the industry since 2019. Erik has passed the Series 7TO, SIE, Series 24 and Series 27 exams. Erik is registered with FINRA.

Firm Information

Erik Zhou is currently registered with Brex Treasury LLC. Brex Treasury LLC is a Limited Liability Company that was formed on November 1, 2018. It is registered in all 50 states, as well as the District of Columbia, Puerto Rico, and the U.S. Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

22

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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Erik Zhou’s Registration & Firm History

UT

08/16/2019 - Present

Brex Treasury LLC (SALT LAKE CITY UT)

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Licenses & Designations

BC

Issued 05/22/2022

Series 24 - General Securities Principal Examination

BC

Issued 05/07/2019

Series 27 - Financial and Operations Principal Examination

BC

Issued 02/20/2022

Series 7TO - General Securities Representative Examination

BC

Issued 12/28/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Erik Zhou.
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