Lily H. Zhang

CRD#: 6748634

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Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Lily Haili Zhang, CFP® was a registered financial professional .

Lily is a previously registered financial professional and started their career in finance in 2019. Lily had worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Aliases

None

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)

The CRS(Customer Relationship Summary) document is not provided.

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

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".

SEVEN MILE ADVISORY LLC

CRD#: 324114 / SEC#: 801-127330

RIA

Registered Investment Advisory firm - (2/13/2023 Approved)

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

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

SEVEN MILE ADVISORY LLC

CRD#: 324114 / SEC#: 801-127330

RIA

Registered Investment Advisory firm - (2/13/2023 Approved)

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Contact information

Main Address

100 Charles Ewing Blvd Suite 160, Ewing, NJ 08628

Mailing Address

Phone number

(212) 365-5562

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SEVEN MILE ADVISORY LLC DISCLOSURE BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts	347
AUM (Assets Under Management)	$ 382,234,059

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.

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Why AdvisorCheck

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Advisor Monitoring

Firm Stability Insights

Lily H. Zhang

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

SEVEN MILE ADVISORY LLC

WESTMOUNT PARTNERS, LLC

GURTIN MUNICIPAL BOND MANAGEMENT

Primary Firm SEC Registration

SEVEN MILE ADVISORY LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/17/2019

Current Firm

SEVEN MILE ADVISORY LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SEVEN MILE ADVISORY LLC

TRUST BUT VERIFY

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