Alex Zhang has been Owner of Zhang Financial since May 2024, is not listed as a control person, but directly owns between 10% and 25% of the firm. Alex Zhang holds a Juris Doctor (J.D.) from Harvard Law School and a Bachelor of Arts (B.A.) in Economics & Creative Writing from Columbia University.
Zhang Financial LLC is a Portage, MI firm with $8.37B under management, 2,331 clients and 19 advisers across 9 offices, as of its March 2026 filing.
Alex Zhang is Senior Vice President - Investment Strategy and Private Client Services of Zhang Financial, based in Portage, Michigan. Zhang is licensed to practice law in the state of Michigan and previously worked at Ropes & Gray and J.P. Morgan.
Professional designations
Listed by Zhang Financial
- Chartered Financial Analyst (CFA)
- Certified Financial Planner (CFP®)
Investment adviser representative registrations
Alex Zhang is registered as an investment adviser representative in Michigan, since December 2024.
- MichiganSince 24 December 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 31 August 2020 |
| Series 7TO | General Securities Representative Examination | 12 August 2020 |
| SIE | Securities Industry Essentials Examination | 31 July 2020 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Alex Chen Zhang
- CRD
- 7270806
- Firm
- Zhang Financial · CRD 159257
- Role
- Owner
- Office
- 5931 OAKLAND DR., Portage, MI 49024
- Registration
- Investment adviser registration
- In the industry since
- April 2024
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- zhangfinancial.com
Where does Alex Zhang work?
Alex Zhang has been Owner of Zhang Financial LLC since May 2024.
Is Alex Zhang a financial advisor?
Yes. Alex Zhang has a current investment-adviser registration in Michigan, through Zhang Financial since December 2024.
How many years of experience does Alex Zhang have?
Alex Zhang has 2 years in the financial industry, since April 2024, across 1 adviser firm.
What exams has Alex Zhang passed?
Alex Zhang has passed 3 licensing exams: the SIE, Series 7TO and Series 63. The earliest, the SIE, was passed in July 2020.
Where is Alex Zhang based?
Alex Zhang’s registered office is in Portage, MI.
Is Alex Zhang registered with FINRA?
No. Alex Zhang has no current broker registration.
Is Alex Zhang a CFP?
Zhang Financial lists Alex Zhang with the CFP credential (“Certified Financial Planner (CFP®)”) on its website. CFP Board confirms certification status.
Source: Alex Zhang, JD, CFA, CFP® biography, zhangfinancial.com
Is Alex Zhang a CFA charterholder?
Zhang Financial lists Alex Zhang with the CFA credential (“Chartered Financial Analyst (CFA)”) on its website. CFA Institute confirms certification status.
Source: Alex Zhang, JD, CFA, CFP® biography, zhangfinancial.com
How can I verify Alex Zhang’s record?
Search CRD 7270806 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Alex Zhang’s full registration record.
