Yoon Chang

Employer firm

Grant Wealth Advisors LLC CRD 339781

Reported services (Item 5G)

Portfolio management (individuals)

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

Current Employers

Grant Wealth Advisors Llc

Greenwich, CT • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2026-07-27
NY	RA	APPROVED	2026-03-10
CT	RA	APPROVED	2026-03-04

FL RA
APPROVED

Since 2026-07-27
NY RA
APPROVED

Since 2026-03-10
CT RA
APPROVED

Since 2026-03-04

Branch Locations

Melville, NY • 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

Organization	City	State	From	To
Bloomberg Lp	New York	NY	06/2014	11/2017
Commonwealth Bank Of Australia	New York	NY	11/2017	11/2019
Ohana Management	New York	NY	11/2019	Present
Grant Wealth Advisors Llc	Greenwich	CT	10/2025	Present

06/2014 → 11/2017

Bloomberg Lp

New York, NY
11/2017 → 11/2019

Commonwealth Bank Of Australia

New York, NY
11/2019 → Present

Ohana Management

New York, NY
10/2025 → Present

Grant Wealth Advisors Llc

Greenwich, CT

Other Businesses

1) Ohana Management LLC; investment related: No; 145 Ardmore Ave Melville NY 11747; Technology consulting; Owner; Owner and operator; Start date: 11/2019; Hours per month during trading hours: 0; Hours per month outside trading hours: 40

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-12-15
S63	Uniform Securities Agent State Law Examination	1996-08-22

S65 Uniform Investment Adviser Law Examination

2025-12-15
S63 Uniform Securities Agent State Law Examination

1996-08-22

View on SEC IAPD