Lily Paige Kraus

Employer firm

Zoe Financial, Inc. CRD 285158

$283M regulatory AUM 20,538 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 01/2025 → Present
  Zoe Financial
  New York, NY
• 03/2024 → 12/2024
  Arketa
  Brooklyn, NY
• 09/2023 → 02/2024
  Equinox
  New York, NY
• 01/2022 → 07/2023
  Meet Recruitment
  San Diego, CA
• 05/2021 → 02/2022
  Pueblo
  San Diego, CA
• 06/2020 → 12/2021
  Barre And Bay Wreath
  San Diego, CA
• 07/2020 → 12/2020
  Itan Corporation
  San Diego, CA
• 08/2017 → 05/2021
  San Diego State Universiry
  San Diego, CA
• 04/2017 → 08/2017
  Covet Boutique
  Bainbridge Island, WA
• 09/2004 → 06/2017
  Bainbridge Island School District
  Bainbridge Island, WA

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-05-15