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Nan Zhou

Investment adviser representative at Applied Academics
15 yearsExperience
1 stateRegistered in
CFADesignation
$0Firm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feePerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

15 years in the industry.

  1. Applied Academics LLCFeb 2018 to now
  2. Columbia UniversitySep 2016 to Dec 2017
  3. Peking UniversitySep 2011 to Aug 2025

Designations

  • CFA

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 1 state (NY).

Applied Academics

Legal name: Applied Academics LLC

$0Assets managed
0Clients
1Advisers
Under 1 yearIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
8211593
Firm CRD
340114
Advisor's SEC record (opens in a new tab)
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