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EH

Edward Huang

BEACON COAST PARTNERS
SAN FRANCISCO, CA 94104
CRD#: 4945669
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EH
Edward HuangBEACON COAST PARTNERS

Professional summary

Edward Huang, who also goes by Edward H Chen, is a registered financial advisor currently at BEACON COAST PARTNERS, LLC located in San Francisco, California.

Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Edward has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Edward H Chen

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward Huang's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

June 10, 2026 - Present

BEACON COAST PARTNERS, LLC

Office #1: 44 Montgomery Street Suite 3065, San Francisco, CA 94104
RIA
CRD#: 341584
SAN FRANCISCO, CA
Past

January 25, 2006 - June 17, 2026

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
SAN FRANCISCO, CA
Past

January 1, 2006 - June 17, 2026

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
SAN FRANCISCO, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(6/10/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/23/2006
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/22/2005
General Securities Representative Examination

Current Firm

BC
BEACON COAST PARTNERS, LLC
BEACON COAST PARTNERS LLC | REMEDY ADVISORS LLC | BEACON COAST PARTNERS, LLC

CRD#: 341584 / SEC#: 801-136306

RIA
Registered Investment Advisory firm - (6/4/2026 120-Day Approval)
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Contact information

Main Address
44 Montgomery Street Suite 3065, San Francisco, CA 94104
Mailing Address
Phone number
(415) 426-7520
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BEACON COAST DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (6/9/2026)
0

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

BEACON COAST PARTNERS, LLC

CRD#: 341584San Francisco, CA 94104

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