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Susan R Zhang

Burch & Company, Inc.

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About Susan R Zhang

Susan Zhang is a financial professional with over a decade of experience in the industry. Susan is currently registered with Burch & Company, Inc. in Kansas City, Missouri. Prior to joining Burch & Company, Inc. Susan was employed by STILLPOINT CAPITAL, LLC in Tampa, Florida, and W G SECURITIES, LLC in Woodbridge, Connecticut. Susan has held previous roles with J.P. MORGAN SECURITIES INC. and HSBC SECURITIES (USA) INC. Susan has passed the Series 7, Series 63, Series 79, Series 82TO and SIE exams and holds registrations in Connecticut and New York.

Firm Information

Susan Zhang is currently registered with Burch & Company, Inc.. Burch & Company, Inc. is a Corporation formed on June 8, 1999. The firm is registered with the Securities and Exchange Commission and is licensed to operate in all 50 states and the District of Columbia. The firm's profile indicates that it has one arbitration disclosure.

Not reported

Assets Under Management

Not reported

Total Clients

64

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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Susan Zhang’s Registration & Firm History

MO

01/06/2021 - Present

Burch & Company, Inc. (KANSAS CITY MO)

FL

02/04/2020 - 01/06/2021

STILLPOINT CAPITAL, LLC (TAMPA FL)

CT

09/29/2010 - 02/14/2018

W G SECURITIES, LLC (WOODBRIDGE CT)

NY

10/01/2008 - 03/02/2009

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

NY

05/14/2007 - 10/01/2008

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

NY

01/01/2007 - 03/14/2007

HSBC SECURITIES (USA) INC. (NEW YORK CITY NY)

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Licenses & Designations

BC

Issued 11/20/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 82TO - Limited Representative-Private Securities Offerings

BC

Issued 02/14/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/15/2010

Series 79 - Investment Banking Registered Representative Examination

BC

Issued 12/24/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Susan R Zhang.
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