Edward Yen Chiang

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2026 → Present
  Wells Fargo Clearing Services, Llc
  El Segundo, CA
• 04/2016 → 08/2019
  Jp Morgan Securities Llc
  Torrance, CA
• 08/2019 → 01/2022
  Hsbc Securities (Usa) Inc.
  Torrance, CA
• 08/2019 → 01/2022
  Hsbc Bank Usa, N.A.
  Torrance, CA
• 12/2022 → 03/2026
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Seal Beach, CA
• 11/2020 → Present
  Tamed Llc Dba Amai Tea & Cafe
  Torrance, CA
• 02/2023 → 03/2026
  Bank Of America, N.A.
  Seal Beach, CA

Previous Registrations

• 2023-03-27 → 2026-03-23
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Torrance, CA
  Torrance, CA
  Torrance, CA
  Seal Beach, CA
  New York, NY
  Rolling Hills Estates, CA

Other Businesses

I*1136307Entity Type: For ProfitName of outside business organization: TAMED LLC DBA AMAI TEA & CAFEInvestment related: NoAddress of business: Torrance, California, 90503Position, title, association: Owner Start date of relationship: 1/3/2022Number of hours devoted: 10 hours MonthlyNumber of hours devoted during trading hours: 0Duties: Boba/ Coffee Shop. Just 50% owner I*1757265Entity Type: For ProfitName of OBA: Sweetcoffee LLCAddress: Santa Monica, CAInvestment Related: NoPosition, Title, Association: General Partner/Managing Member, OwnerStart Date: 3/5/2024No Hours: 15 hrs MonthlyNo Hours during trading: 0Duties: Coffee Shop. Investor/help with Sunday duties when needed I*2969297Entity Type: For ProfitName of OBA: Sweetercoffee LLCAddress: Glendale, California, 91204Investment Related: NoPosition, Title, Association: OwnerEmployee Start Date: 08/20/2025Number of Hours: 10, MonthlyNumber of Hours during trading: 0Duties: Coffee Shop InvestorI*2886309Entity Type: Fiduciary roleName of OBA: Chiang Family TrustAddress: Lawndale, California, 90260Investment Related: NoPosition, Title, Association: Successor TrusteeEmployee Start Date: 12/01/2024Number of Hours: 0Number of Hours during trading: 0Duties: Successor Trustee/Self, Parents, Siblings I*3215270, Entity Type: Entity For Profit, Name of OBA: Sweetestcoffee LLC, Address: Huntington Beach, California, 92648, Investment Related: N, Position, Title, Association: General Partner/Managing Member, Employee Start Date: 11/16/2025, No Hours: 5 Monthly, No Hours during Trading: 0 Monthly, Duties: Investor, 4th location for our coffee shop THE CHIANG FAMILY TRUST; INV RELATED;TORRANCE,CA; TRUSTEE/CO-TRUSTEE; START DATE: 02/08/2023; 1 HRS PER MONTH; 0 HRS DURING TRADING;

Exams

• S66 Uniform Combined State Law Examination
  2023-03-24
• S63 Uniform Securities Agent State Law Examination
  2016-01-14

Other Names

• Edward Y Chiang
• Edward Chiang
• Edward Yen Chiang