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Wei Zhang

Smartleaf Asset Management LLC

Boston, MA

CRD 6577920

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Employer firm

Smartleaf Asset Management LLC CRD 172273

$6.85B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Smartleaf Asset Management Llc

One Bowdoin Square Suite 1000, 10Th Floor, Boston, MA 02114 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2016-08-25
MA RA APPROVED 2015-12-11
  • TX RA
    APPROVED
    Since 2016-08-25
  • MA RA
    APPROVED
    Since 2015-12-11

Branch Locations

One Bowdoin Square Suite 1000, 10Th Floor, Boston, MA 02114 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Smartleaf Inc Cambridge MA 07/2013 Present
Smartleaf Asset Management Cambridge MA 10/2015 Present
  • 07/2013 → Present
    Smartleaf Inc
    Cambridge, MA
  • 10/2015 → Present
    Smartleaf Asset Management
    Cambridge, MA
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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Nearby Investors

JOHN KENNEDY
JOSHUA WEBSTER JONES
STEPHEN ELLSWORTH JOHNSON

Nearby Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA

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