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Lily Haili Zhang

Seven Mile Advisory LLC

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About Lily Haili Zhang

Lily Zhang is a Certified Financial Planner™ and Investment Advisor Representative with Seven Mile Advisory LLC based in Ewing, New Jersey. Lily has been in the industry since 2014 and has a Series 65 license. Lily specializes in financial planning, portfolio management for individuals, and selection of other advisors. Lily is registered in California and New York. Lily has been with Seven Mile Advisory LLC since January 2025 and is associated with their Ewing, New Jersey office.

Firm Information

Lily Zhang is currently registered with Seven Mile Advisory LLC. Seven Mile Advisory LLC is an investment advisor registered with the SEC, headquartered in Ewing, NJ. They provide financial planning and portfolio management services to high-net-worth individuals. They also offer selection of other advisors, and manage approximately $328,014,197 in assets for 226 clients. The firm has 4 investment advisor representatives and has been in business for several years.
Seven Mile Advisory LLC

100 CHARLES EWING BLVD

EWING, NJ 08628

$328.01M

Assets Under Management

11

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Lily Zhang’s Registration & Firm History

NJ

02/06/2025 - Present

Seven Mile Advisory LLC (EWING NJ)

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Licenses & Designations

IA

Issued 09/17/2019

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lily Haili Zhang.
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