Miao Zhu
Investment adviser representative at Advisory Services Network
11 yearsExperience
1 stateRegistered in
CFP® certification, CFADesignations
$10.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Zhu Tax Advisory LLCMay 2022 to now
- Advisory Services Network, LLCSep 2020 to now
- Thomas S Beck Cpa, PaJul 2020 to May 2022
- UnemployedFeb 2020 to Jul 2020
- The Mosaic CompanyApr 2018 to Feb 2020
- Salo LLCDec 2015 to Apr 2018
Designations
- CFP® certification
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (FL).
Advisory Services Network
Legal name: Advisory Services Network, LLC
$10.6BAssets managed
12,919Clients
251Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7288988
- Firm CRD
- 146051