Lily H. Zhang

PCM ENCORE

ASPEN, CO 81611

Some features on this profile are disabled

CRD#: 6748634

Professional summary

Lily Haili Zhang, CFP®, who also goes by Lily H Zhang, is a registered financial advisor currently at PCM ENCORE, LLC located in Aspen, Colorado.

Lily is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Lily has worked at 4 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Aliases

Lily H Zhang

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lily Haili Zhang's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

July 6, 2026 - Present

PCM ENCORE, LLC

Office #1: 520 E Cooper Ave. Ste. 7c, Aspen, CO 81611

RIA

CRD#: 333127

ASPEN, CO

Past

February 6, 2025 - June 1, 2026

SEVEN MILE ADVISORY LLC

RIA

CRD#: 324114

TALLAHASSEE, FL

Past

November 10, 2020 - November 21, 2024

WESTMOUNT PARTNERS, LLC

RIA

CRD#: 158857

LOS ANGELES, CA

Past

September 17, 2019 - March 28, 2022

GURTIN MUNICIPAL BOND MANAGEMENT

RIA

CRD#: 143597

SOLANA BEACH, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PCM ENCORE, LLC

ENCORE | PCM ENCORE, LLC | ENCORE INVESTMENT

CRD#: 333127 / SEC#: 801-131243

RIA

Registered Investment Advisory firm - (10/3/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New York
(7/6/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/17/2019

Uniform Investment Adviser Law Examination

Current Firm

PCM ENCORE, LLC

ENCORE | PCM ENCORE, LLC | ENCORE INVESTMENT

CRD#: 333127 / SEC#: 801-131243

RIA

Registered Investment Advisory firm - (10/3/2024 Approved)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

520 E Cooper Ave. Ste. 7c, Aspen, CO 81611

Mailing Address

Phone number

(425) 214-1755

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR PCM ENCORE, LLC (11/11/2025)

Regulatory assets under management

Total Number of Accounts	53
AUM (Assets Under Management)	$ 1,235,192,427

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Lawana Cooper

UBS FINANCIAL SERVICES INC.

WEEHAWKEN, NJ

Matthew Quigley

NAVIAN CAPITAL SECURITIES LLC

CINCINNATI, OH

Paris Camara

GOLDMAN SACHS & CO. LLC

NEW YORK, NY

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Lily H. Zhang

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lily Haili Zhang's CRS (Customer Relationship Summary).

Certified licenses

Experience

PCM ENCORE, LLC

SEVEN MILE ADVISORY LLC

WESTMOUNT PARTNERS, LLC

GURTIN MUNICIPAL BOND MANAGEMENT

Primary Firm SEC Registration

PCM ENCORE, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/17/2019

Current Firm

PCM ENCORE, LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PCM ENCORE, LLC

TRUST BUT VERIFY

Similar Advisors