Dinghao Jiang
Investment adviser representative at Downtown Wealth Studios, LLC
13 yearsExperience
4 statesRegistered in
CFADesignation
$563.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Downtown Wealth Studios, LLCMar 2023 to now
- Bank of America, N.A.Apr 2018 to Mar 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2015 to Mar 2023
- Babson CollegeSep 2013 to Dec 2016
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 4 states (CA, FL, MA, NY).
Downtown Wealth Studios, LLC
$563.5MAssets managed
46Clients
4Advisers
3 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
- 6716722
- Firm CRD
- 325213