KZ
KZ

Keren Zhou

7 Years of Experience
New York, NY
Broker

Keren Zhou is a registered investment advisor, based in New York, NY, with 7 years of industry experience.

Location

400 Park Avenue, 10th Floor, New York, NY, 10022

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Keren is a member of Eurena Holdings LLC, an entity formed with her spouse in 2022 to own real estate investments. She spends a few hours per week on this activity, sourcing deals and signing checks.

Employment History
Current Registrations
RBC Rochdale, LLC
December 2022 - Present · 3 yrs 7 mos
Cnr Securities, LLC
December 2022 - Present · 3 yrs 7 mos
Cnr Securities, LLCBroker
December 2022 - Present · 3 yrs 7 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2019 - September 2021 · 1 yr 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2019 - September 2021 · 1 yr 11 mos
Aeon Capital INCBroker
June 2018 - October 2019 · 1 yr 4 mos
Wilmington Capital Securities, LLCBroker
July 2017 - July 2018 · 1 yr
State Registrations2 states
NJNY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Keren Zhou - Financial Advisor | TrueAdvisor