Riley R. Zhu

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$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:

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

Current Employers

Employment History

• 09/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 05/2011 → 09/2022
  China Eastern Airlines-North America
  New York, NY
• 02/2021 → 05/2024
  New York University
  New York, NY

Other Businesses

I*4509275 Entity Type: For Profit Name of OBA: Sketch Canvas Atelier Address: Edgewater, New Jersey, 7020 Investment Related: No Position, Title, Association: Owner Employee Start Date: 05/01/2026 Number of Hours: 10, Monthly Number of Hours during trading: 0 Duties: Personal retail online shop. Selling personalized painting artworks

Exams

• S66 Uniform Combined State Law Examination
  2025-11-22

Other Names

• Riley Rui Zhu
• Riley Zhu