Aimei Zhong

Employer firm

Ethic CRD 282827

$10.1B regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2015 → 07/2020
  Citigroup
  Wilmington, DE
• 08/2020 → 11/2024
  Icma-Rc Services, Llc
  Washington, DC
• 09/2025 → Present
  Ethic
  New York, NY
• 11/2024 → 08/2025
  N/A
  Devon, PA

Previous Registrations

• 2020-10-09 → 2024-11-27
  Missionsquare Retirement
  Washington, DC
• 2015-10-05 → 2020-07-23
  Citigroup Global Markets Inc.
  Stamford, CT
  Wilmington, DE
  Tampa, FL

Exams

• S66 Uniform Combined State Law Examination
  2015-10-01

Designations

• Chartered Financial Analyst