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Xuan Zhu

Conning Investment Products, Inc.

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About Xuan Zhu

Xuan Zhu is an investment advisor representative for Conning Investment Products, Inc. Xuan has been in the industry since December 15, 2016. Xuan is registered with the Financial Industry Regulatory Authority (FINRA) and holds the following licenses: Series 63, Series 7, Series 24, and SIE. Xuan specializes in portfolio management for businesses.

Firm Information

Xuan Zhu is currently registered with Conning Investment Products, Inc.. Conning Investment Products, Inc. is a corporation headquartered in HARTFORD, CT, and was formed in 2002-02-13. They specialize in portfolio management for businesses and have over $486,460,862 in regulatory assets under management, primarily from insurance companies. The firm is registered with the SEC and in nine states. They have a website, LinkedIn page, Twitter account, and YouTube channel.
Conning Investment Products, Inc.

ONE FINANCIAL PLAZA

HARTFORD, CT 06103

$486.46M

Assets Under Management

Not reported

Total Clients

27

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.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Xuan Zhu’s Registration & Firm History

NY

12/16/2016 - Present

Conning Investment Products, Inc. (New York NY)

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Licenses & Designations

BC

Issued 03/02/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/17/2017

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/16/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Xuan Zhu.
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