Miao Zhu

Employer firm

Advisory Services Network CRD 146051

$10.6B regulatory AUM 49 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

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

Current Employers

Employment History

• 07/2020 → 05/2022
  Thomas S Beck Cpa, Pa
  Tampa, FL
• 04/2018 → 02/2020
  The Mosaic Company
  Lithia, FL
• 12/2015 → 04/2018
  Salo Llc
  Minneapolis, MN
• 02/2020 → 07/2020
  Unemployed
  Tampa, FL
• 09/2020 → Present
  Advisory Services Network, Llc
  Atlanta, GA
• 05/2022 → Present
  Zhu Tax Advisory Llc
  Tampa, FL

Other Businesses

Name of the business: ZHU Tax Advisory LLC Address: 2505 S Obrapia St, Tampa, FL 33629 This business is a tax CPA practice. My position is Owner/Managing Member and Tax CPA. The services offered include tax return preparation and tax advice to individuals and small businesses. This tax practice is not related with any other businesses. My start date is 5/09/2022. My hours devoted to this job range 20 to 40 hours per week depending on tax busy season. It is considered investment-related OBA.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-01-19

Designations

• Certified Financial Planner
• Chartered Financial Analyst