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Tao Zhang

Millennium Advisors, LLC

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About Tao Zhang

Tao Zhang is a registered representative with Millennium Advisors, LLC in Charlotte, North Carolina. Tao Zhang is licensed in North Carolina and holds Series 63, 52TO, 7TO and SIE licenses. Tao Zhang joined Millennium Advisors, LLC on May 23, 2024.

Firm Information

Tao Zhang is currently registered with Millennium Advisors, LLC. Millennium Advisors, LLC is a Limited Liability Company formed in June 2009. The firm is registered with the SEC and in 10 states including Alabama, California, Delaware, Illinois, Maryland, Michigan, New York, North Carolina, Ohio, and Tennessee.

Not reported

Assets Under Management

Not reported

Total Clients

57

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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Tao Zhang’s Registration & Firm History

NC

05/23/2024 - Present

Millennium Advisors, LLC (CHARLOTTE NC)

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Licenses & Designations

BC

Issued 05/31/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/07/2024

Series 52TO - Municipal Securities Representative Examination

BC

Issued 05/22/2024

Series 7TO - General Securities Representative Examination

BC

Issued 05/14/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Tao Zhang.
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