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Michelle Rong Zeng

Summit Trail Securities, LLC

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About Michelle Rong Zeng

Michelle Zeng is a registered representative at Summit Trail Securities, LLC. She has been in the financial services industry since 2013. Michelle is a Series 7 and Series 63 licensed representative. She holds a SIE exam. Michelle has previous experience at Barclays Capital Inc.

Firm Information

Michelle Zeng is currently registered with Summit Trail Securities, LLC. Summit Trail Securities, LLC is a Limited Liability Company formed in September 2016. The firm is registered with the SEC and in 39 states.

Not reported

Assets Under Management

Not reported

Total Clients

5

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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Michelle Zeng’s Registration & Firm History

NY

07/17/2017 - Present

Summit Trail Securities, LLC (NEW YORK NY)

NY

10/14/2011 - 10/14/2015

BARCLAYS CAPITAL INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 09/11/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/13/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michelle Rong Zeng.
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