TrueAdvisor
TrueAdvisor
LZ
CFP
LZ
CFP

Lily Haili Zhang

Seven Mile Advisory LLC
6 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningCharitable GivingHigh Net Worth
Seven Mile Advisory LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
22 clients
Average Client Portfolio
$17.4M average
Assets Under Management
$382.2M

Fee Structure

Financial Planning:Included in AUM fee

Location

100 Charles Ewing Blvd, Suite 160, Ewing, NJ, 08628

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Seven Mile Advisory LLC
February 2025 - Present · 1 yr
Previous Registrations
Westmount Partners, LLC
November 2020 - November 2024 · 4 yrs
Gurtin Municipal Bond Management
September 2019 - March 2022 · 2 yrs 6 mos
State Registrations1 state
NY
Advisor
Exams
No exam information available for this advisor.