Investment adviser representative · Atlas Capital Investment LLC
Wenhua N. Zhang
CRD 2620643 · East Boston, MA
At a glance
Wenhua N. Zhang is an investment adviser representative with Atlas Capital Investment LLC in East Boston, MA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Wenhua’s SEC record dates to 2016, about 9 years ago. Designations on file: Chartered Financial Analyst.
Current advisory firm
- Atlas Capital Investment LLCSince September 2023East Boston, MA · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2016 (9 years)
- Designations
- Chartered Financial Analyst
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Wenhua’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
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