Lina Zhu
Advisor at Mia Lee Financial
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Lina Zhu is a financial advisor at Mia Lee Financial in Albany, NY, holding a Series 65 designation with one year of industry experience. Her prior work includes positions at Grant Thornton LLP and Kroll. She is also an accountant, which is noted as part of her professional activities. Mia Lee Financial is an independent firm serving individual and high-net-worth clients with portfolio management focused on equities, fixed income, and ETFs. The firm integrates fundamental analysis, modern portfolio theory, and quantitative methods within a long-term trading approach and provides both discretionary and non-discretionary account management.
Expertise
Based on Mia Lee Financial
Wealth management
Passive / index investing
Active portfolio management
Fee options
$0 - $50,000: 0.65% $50,001 - $200,000: 0.60% $200,001+: 0.50%
Location
418 Broadway, Ste N
Albany, NY 12207
Most active in
Lina Z has reported serving >5 clients in these states in the last 12 months.
New York
Work history
M Virtue LLC
2024 - Present (2 years)
N/A unincorporated
2019 - Present (7 years)
Grant Thornton LLP
2018 - 2019 (1 year)
Kroll
2014 - 2018 (4 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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I am financial consultant/advisor who has been in the financial services industry for the last 8+ years and a business owner specialist for the past 5 years. I've gained experience in several different industries over of the years, however most of my experience has been with construction & tech companies. Inside of your business we offer CFO services, business consulting and/or valuation services for a monthly retainer or a flat fee. Outside of your business we offer investment advice, tax strategy, real estate investing, asset protection strategy, insurance review, estate planning & more for an hourly fee, monthly retainer, flat fee or AUM fee. In one example, we were able to help one of our clients go from $1.74million of annual revenue to $10.003million in 1 year. More importantly, we were able to strategically use the profits of the business to buy $3mill worth of investment real estate in 1 year. In addition, by structuring the real estate purchases strategically and implementing a tax strategy, we were able to save the client an additional $200k+ in taxes for that tax year.
James M
Series 63, Series 65
Albany, NY
JM Advisors, LLC
Jared P
CFP®, Series 63, Series 66
Albany, NY
Capable Wealth, LLC
Seong Jae Y
Series 63, Series 65
Albany, NY
Strikeout Capital LLC
Darren L
CFA®, Series 63
Schenectady, NY
Acacia Grove Wealth Management
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