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Michelle Zhang

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Elmhurst, NY

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-06-14
NY RA APPROVED 2023-04-03
  • TX RA
    APPROVED
    Since 2023-06-14
  • NY RA
    APPROVED
    Since 2023-04-03

Branch Locations

8901 Queens Blvd, Elmhurst, NY 11373 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Bayside NY 10/2022 Present
Td Bank Flushing NY 05/2019 10/2022
Excelsior Integrated Medical Group Flushing NY 03/2019 09/2020
Sarah Yin Medical Flushing NY 05/2017 04/2018
Queens College Flushing NY 08/2015 05/2022
Bank Of America, N.A. Bayside NY 02/2023 Present
  • 10/2022 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Bayside, NY
  • 05/2019 → 10/2022
    Td Bank
    Flushing, NY
  • 03/2019 → 09/2020
    Excelsior Integrated Medical Group
    Flushing, NY
  • 05/2017 → 04/2018
    Sarah Yin Medical
    Flushing, NY
  • 08/2015 → 05/2022
    Queens College
    Flushing, NY
  • 02/2023 → Present
    Bank Of America, N.A.
    Bayside, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-31
  • S66 Uniform Combined State Law Examination
    2023-03-31
Other Names
  • Xiaoyan Zhang

View on SEC IAPD

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Other Investors

PING LI
PAUL CHENG
WAI PING CHU
Chen Chao Fang
Susan Ng
YANGMEI CHEN
DOUGLAS EDWARD MOLLIN
AKRAM S ALABBASSI

Other Offices

TRANSAMERICA FINANCIAL ADVISORS, LLC · ELMHURST, NY
J.P. MORGAN SECURITIES LLC · ELMHURST, NY
ENRIGHT, MOLLIN, CASCIO & RAMUSEVIC, INC. · ELMHURST, NY
EAGLE STRATEGIES LLC · REGO PARK, NY
PRUDENT INVESTMENT ADVISORS, INC. · REGO PARK, NY
SYW CAPITAL MANAGEMENT LLC · MIDDLE VILLAGE, NY
AMERIPRISE FINANCIAL SERVICES, LLC · Rego Park, NY
PFS INVESTMENTS INC. · REGO PARK, NY

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