Danxia Zhen

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-01-02
WA	RA	APPROVED	2025-11-03

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Issaquah	WA	02/2020	Present
Homegoods	Issaquah	WA	03/2018	01/2024
Shijiazhuang Easybest Trading Co. Ltd.	Shijiazhuang		01/2009	02/2017
Unemployed	Issaquah	WA	03/2017	02/2018
Bank Of America, N.A.	Issaquah	WA	09/2025	Present

02/2020 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Issaquah, WA
03/2018 → 01/2024

Homegoods

Issaquah, WA
01/2009 → 02/2017

Shijiazhuang Easybest Trading Co. Ltd.

Shijiazhuang
03/2017 → 02/2018

Unemployed

Issaquah, WA
09/2025 → Present

Bank Of America, N.A.

Issaquah, WA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-11-03