Edward Kay Lian
Investment adviser representative at Wealthfront Advisers LLC
11 yearsExperience
1 stateRegistered in
$47.7BFirm assets
17 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 assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Wealthfront Advisers LLCOct 2025 to now
- Wealthfront Brokerage LLCSep 2024 to now
- Moomoo Financial Inc.Jan 2023 to Sep 2024
- Robinhood Markets, IncJun 2022 to Jan 2023
- RobinhoodDec 2020 to Jan 2023
- Raymond James & Associates, Inc.May 2018 to Dec 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2015 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (FL).
Wealthfront Advisers LLC
$47.7BAssets managed
518,639Clients
41Advisers
17 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
- 6560178
- Firm CRD
- 148456