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Edward Kay Lian

Wealthfront Advisers LLC

St. Augustine, FL

Palo Alto, CA

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Current Employers
Wealthfront Advisers Llc

261 Hamilton Ave., Palo Alto, CA 94301 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-10-13
  • FL RA
    APPROVED
    Since 2025-10-13

Branch Locations

St. Augustine, FL • United States

261 Hamilton Ave., Palo Alto, CA 94301 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 08/2015 05/2018
Raymond James & Associates, Inc. St.PEtersburg FL 05/2018 12/2020
Robinhood Menlo Park CA 12/2020 01/2023
Robinhood Markets, Inc Menlo Park CA 06/2022 01/2023
Moomoo Financial Inc. Palo Alto CA 01/2023 09/2024
Wealthfront Brokerage Llc Palo Alto CA 09/2024 Present
  • 08/2015 → 05/2018
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Jacksonville, FL
  • 05/2018 → 12/2020
    Raymond James & Associates, Inc.
    St.PEtersburg, FL
  • 12/2020 → 01/2023
    Robinhood
    Menlo Park, CA
  • 06/2022 → 01/2023
    Robinhood Markets, Inc
    Menlo Park, CA
  • 01/2023 → 09/2024
    Moomoo Financial Inc.
    Palo Alto, CA
  • 09/2024 → Present
    Wealthfront Brokerage Llc
    Palo Alto, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-19
  • S66 Uniform Combined State Law Examination
    2025-09-19
Other Names
  • Edward K Lian
  • Edward Kay Lian
  • Edward Lian

View on SEC IAPD

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