Echo Chiaping Chien
Investment adviser representative at The Putney Financial Group LLC
13 yearsExperience
1 stateRegistered in
$205.4MFirm assets
22 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- Arete Wealth ManagementDec 2024 to now
- The Putney Financial Group LLCJun 2024 to now
- Portsmouth Smartlife Financial GroupAug 2020 to Nov 2023
- Portsmouth FinancialNov 2013 to Feb 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 1 state (CA).
The Putney Financial Group LLC
$205.4MAssets managed
215Clients
6Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2750051
- Firm CRD
- 111639