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Tyler Anthony Soares

Zhang Financial

Portage, MI

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Current Employers
Zhang Financial

5931 Oakland Dr., Portage, MI 49024 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2024-12-26
  • MI RA
    APPROVED
    Since 2024-12-26

Branch Locations

5931 Oakland Dr., Portage, MI 49024 • 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
Morgan Stanley New York NY 07/2019 03/2021
Columbia University New York NY 08/2016 05/2019
Zhang Financial Llc Portage MI 06/2023 Present
Wellington Management Boston MA 08/2021 05/2023
Morgan Stanley New York NY 06/2018 08/2018
Jp Morgan New York NY 06/2017 08/2017
Unemployed Boston MA 04/2021 07/2021
  • 07/2019 → 03/2021
    Morgan Stanley
    New York, NY
  • 08/2016 → 05/2019
    Columbia University
    New York, NY
  • 06/2023 → Present
    Zhang Financial Llc
    Portage, MI
  • 08/2021 → 05/2023
    Wellington Management
    Boston, MA
  • 06/2018 → 08/2018
    Morgan Stanley
    New York, NY
  • 06/2017 → 08/2017
    Jp Morgan
    New York, NY
  • 04/2021 → 07/2021
    Unemployed
    Boston, MA
Designations
Other Names
  • Soares

View on SEC IAPD

Other Firms

EDELMAN FINANCIAL ENGINES
EDWARD JONES
PFS INVESTMENTS INC.
STIFEL, NICOLAUS & COMPANY, INCORPORATED
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
OPPENHEIMER & CO. INC.
BANKERS LIFE ADVISORY SERVICES, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Other Investors

LYNN LING CHEN-ZHANG
CHRISTINE MARIE LINDBERG
AMANDA MARIE HARTMAN
David William Marshall
GISELLE KRISTINE SCHLUBATIS
YUANLEI ZHU
ROBERT SCOTT MCDOUGALL
CAMERON TYLER KLEINHEKSEL

Other Offices

EDELMAN FINANCIAL ENGINES · PORTAGE, MI
EDWARD JONES · Portage, MI
PFS INVESTMENTS INC. · PORTAGE, MI
PFS INVESTMENTS INC. · PORTAGE, MI
STIFEL, NICOLAUS & COMPANY, INCORPORATED · PORTAGE, MI
PFS INVESTMENTS INC. · PORTAGE, MI
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · PORTAGE, MI
OPPENHEIMER & CO. INC. · PORTAGE, MI

More in Portage, MI

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