Edwin Si-wei Liang
Investment adviser representative at Downshift Financial
23 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$214.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
23 years in the industry.
- Downshift Financial LLCApr 2021 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2019 to May 2021
- UnemployedJul 2018 to May 2019
- First Republic BankJun 2017 to Jul 2018
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2003 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 4 states (CA, CO, TX, VA).
Downshift Financial
Legal name: Downshift Financial, LLC
$214.7MAssets managed
81Clients
3Advisers
2 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
- 4737975
- Firm CRD
- 314068