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Edwin Si-wei Liang

Downshift Financial

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About Edwin Si-wei Liang

Edwin Liang, a CERTIFIED FINANCIAL PLANNER™, is an investment advisor representative with Downshift Financial, located in Boulder, Colorado. Edwin has been in the financial services industry since 2003, with experience at Merrill Lynch, Pierce, Fenner & Smith Incorporated and First Republic Securities Company, LLC. Edwin is registered with the state of California, Colorado, Texas, and Virginia. Edwin specializes in working with high-net-worth individuals, providing financial planning and portfolio management services.

Firm Information

Edwin Liang is currently registered with Downshift Financial. Downshift Financial is a registered investment advisor located in . The firm provides financial planning and portfolio management services to individuals, with a focus on high-net-worth clients. The firm manages approximately $135 million in assets for 284 clients.

$135.40M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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Edwin Liang’s Registration & Firm History

CO

08/01/2023 - Present

Downshift Financial (BOULDER CO)

CO

06/06/2019 - 05/26/2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DENVER CO)

CA

06/30/2017 - 08/01/2018

FIRST REPUBLIC SECURITIES COMPANY, LLC (SAN FRANCISCO CA)

CO

01/27/2004 - 07/03/2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOULDER CO)

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Licenses & Designations

BOTH

Issued 03/01/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/13/2022

Series 7TO - General Securities Representative Examination

BC

Issued 08/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/26/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Edwin Si-wei Liang.
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