Chingpao Chang
Investment adviser representative at East West Wealth Advisors LLC
10 yearsExperience
2 statesRegistered in
$0Firm assets
Under 1 yearFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- East West Wealth Advisors LLCAug 2026 to now
- Cetera Investment Advisers LLCAug 2022 to Aug 2026
- Cetera Investment Services LLCAug 2022 to Aug 2026
- Citigroup Global Markets Inc.Apr 2022 to Aug 2022
- Bank of America, N.A.Sep 2020 to Apr 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2020 to Apr 2022
- J.P. Morgan Securities LLCNov 2019 to Aug 2020
- JPMorgan Chase Bank, N.A.Nov 2019 to Aug 2020
- UnemployedSep 2016 to Oct 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
East West Wealth Advisors LLC
$0Assets managed
0Clients
6Advisers
Under 1 yearIn 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
- 7203162
- Firm CRD
- 342776