Simon W Zhang is an investment adviser representative (IAR) with state registration records since 2022, appearing at 2 firms. Currently registered with IEQ CAPITAL, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| IEQ CAPITAL, LLC | 2025-12-05 | present | Yes |
| MORGAN STANLEY SMITH BARNEY LLC | 2022-12-12 | 2025-11-18 | — |