Ted Zhang has been an investment adviser representative at Revere Asset Management since September 2023, and is not listed among the firm’s executive officers or direct owners. Ted Zhang holds a BS in Biology from the College of William and Mary.
Revere Asset Management, Inc. is an Allen, TX firm with $408M under management, 501 clients and 5 advisers in one office, as of its February 2026 filing.
Ted Zhang is Co-Portfolio Manager of Turbotection at Revere Asset Management. He joined Revere as a full-time research analyst and currently co-manages the Revere Turbotection portfolio. He focuses on momentum growth equities with the potential to change the way people live, work and play.
Investment adviser representative registrations
Ted Zhang is registered as an investment adviser representative in 2 states. The first approvals date from September 2023; the most recent is New York, in January 2026.
- FloridaSince 22 September 2023
- New YorkSince 8 January 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 16 September 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Ted Huan Zhang
- CRD
- 7682805
- Firm
- Revere Asset Management · CRD 152881
- Office
- New York, NY
- Registration
- Investment adviser registration
- In the industry since
- September 2023
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- revereasset.com
Where does Ted Zhang work?
Ted Zhang is an investment adviser representative registered through Revere Asset Management, Inc. since September 2023, and is not listed among the firm’s executive officers or direct owners.
Is Ted Zhang a financial advisor?
Yes. Ted Zhang has a current investment-adviser registration in Florida and New York, through Revere Asset Management since September 2023.
How many years of experience does Ted Zhang have?
Ted Zhang has 3 years in the financial industry, since September 2023, across 1 adviser firm.
What exams has Ted Zhang passed?
Ted Zhang passed the Series 65 in September 2023.
Where is Ted Zhang based?
Ted Zhang’s registered office is in New York, NY.
Is Ted Zhang registered with FINRA?
No. Ted Zhang has no current broker registration.
How can I verify Ted Zhang’s record?
Search CRD 7682805 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ted Zhang’s full registration record.
