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RIA / WealthAdvisorCertified Financial Planner12 years in industrynot currently registered

Lily Haili Zhang

Advisor at PCM ENCORE, LLC

ASPEN, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b5758402-a9d9-8715-927f-af0089094e0c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:47 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 4
On other graphs: 0
Observed: Sep 17, 2019 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: PCM ENCORE, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65
First exam: Sep 17, 2019
First registration: Sep 17, 2019
Dual registered: no
Other names: Lily H Zhang
IAPD individual key: 6748634

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
PCM ENCORE, LLC	Independent wealth	Jul 6, 2026	n/a	yes	ASPEN, CO	Current employment
SEVEN MILE ADVISORY LLC	Independent wealth	Feb 6, 2025	Jun 1, 2026	no	TALLAHASSEE, FL	Previous registration
WESTMOUNT PARTNERS, LLC	Independent wealth	Nov 10, 2020	Nov 21, 2024	no	LOS ANGELES, CA	Previous registration
GURTIN MUNICIPAL BOND MANAGEMENT	Former SEC adviser	Sep 17, 2019	Mar 28, 2022	no	SOLANA BEACH, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SEVEN MILE ADVISORY LLC	PCM ENCORE, LLC	Jun 1, 2026	Jul 6, 2026	35	Firm change	RIA to RIA
WESTMOUNT PARTNERS, LLC	SEVEN MILE ADVISORY LLC	Nov 21, 2024	Feb 6, 2025	77	Firm change	RIA to RIA
GURTIN MUNICIPAL BOND MANAGEMENT	WESTMOUNT PARTNERS, LLC	Mar 28, 2022	Nov 10, 2020	-503	Firm change after gap	RIA to RIA

Relationships

Registered with (4)

→ PCM ENCORE, LLCRegistered adviserregistration: current employment
Jul 6, 2026 to presentfactForm ADV
→ SEVEN MILE ADVISORY LLCRegistered adviserregistration: previous registration
Feb 6, 2025 to Jun 1, 2026factForm ADV
→ WESTMOUNT PARTNERS, LLCRegistered adviserregistration: previous registration
Nov 10, 2020 to Nov 21, 2024factForm ADV
→ GURTIN MUNICIPAL BOND MANAGEMENTRegistered adviserregistration: previous registration
Sep 17, 2019 to Mar 28, 2022factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Jun 1, 2026
Advisor changed firm
Lily Haili Zhang left Seven Mile Advisory Llc for Pcm Encore, Llc (registered 2026-07-06)
Form ADVobserved 6 days ago
Occurred
Nov 21, 2024
Advisor changed firm
Lily Haili Zhang left Westmount Partners, Llc for Seven Mile Advisory Llc (registered 2025-02-06)
Form ADVobserved 6 days ago
Occurred
Mar 28, 2022
Advisor changed firm
Lily Haili Zhang left Gurtin Municipal Bond Management for Westmount Partners, Llc (registered 2020-11-10)
Form ADVobserved 6 days ago

Show 1 bookkeeping events

First seen by DFX
Sep 15, 2026
date not stated
Lily Haili Zhang no longer holds an investment adviser registration (last listed at Pcm Encore, Llc on the 2026-09-14 feed)