Elizabeth Na Zhao
Investment adviser representative at Voya Financial Advisors, Inc.
11 yearsExperience
3 statesRegistered in
$3.9BFirm assets
32 yearsFirm in business
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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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Voya Financial Advisors, Inc.Jul 2026 to now
- Voya FinancialNov 2025 to now
- Dick's Sporting GoodsJul 2025 to Oct 2025
- Epoch LabsJun 2024 to Jun 2025
- NepcJun 2024 to Aug 2024
- Massachusetts Institute of Technology IhqJun 2023 to Aug 2023
- Merch PierMar 2023 to Jul 2023
- Woolridge Montessori AcademyJun 2022 to Aug 2022
- Boston UniversityAug 2021 to May 2025
- Collegiate SchoolAug 2017 to May 2021
- Moody Middle SchoolSep 2014 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 3 states (MA, NY, TX).
Voya Financial Advisors, Inc.
$3.9BAssets managed
16,336Clients
720Advisers
32 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
- 8186636
- Firm CRD
- 2882