Lily Zhang, financial advisor Solana Beach CA

Lily Zhang

CRD Number: 6748634
Current Firm: Gurtin Municipal Bond Management

Lily Zhang (CRD# 6748634) is an Investment Advisor Representative working at Gurtin Municipal Bond Management in Solana Beach, CA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Westmount Asset Management, LLC Los Angeles, CA Oct 2020 - Current < 1
Gurtin Municipal Bond Management Solana Beach, CA May 2018 - Oct 2020 2
University Of California Santa Barbara Goleta, CA Sep 2014 - May 2018 3
Ameriprise Financial Santa Barbara, CA Feb 2017 - Apr 2018 1
Wendy Foster Montecito, CA Sep 2015 - Apr 2018 2
Kappa Sushi San Diego, CA Feb 2012 - Aug 2014 2
Del Norte High School San Diego, CA Aug 2010 - Jun 2014 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2019
Contact Info for Lily H. Zhang
Phone Number: 858-436-2200
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    15,320
    MILLIONS
  • Total Number of Accounts
    3,491
    ACCOUNTS
  • Average Account Value
    $4,388,541
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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