Edward Huang

BEACON COAST PARTNERS

SAN FRANCISCO, CA 94104

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CRD#: 4945669

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.

At a Glance

Always Fiduciary

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.

1)HARRY I-SHING WEINBERG IRREVOCABLE TRUST / 388 BEALE ST #805 ATTN E HUANG SAN FRANCISCO,CA 94105 / TRUST/ OTHER FAMILY IRREVOCABLE TRUST FOR ESTATE PLANNING / FAMILY IRREVOCABLE TRUST FOR ESTATE PLANNING / TRUSTEE / / TRUSTEE / START DATE 08/20/13 / 2) MILENA JIA-LING WEINBERG IRREVOCABLE TRUST / 388 BEALE ST #805 ATTN E HUANG SAN FRANCISCO,CA 94105 / TRUST/ OTHER FAMILY IRREV TRUST FOR ESTATE PLANNING / FAMILY IRREV TRUST FOR ESTATE PLANNING / TRUSTEE / / TRUSTEE / START DATE 08/20/13 3)VERTIGOLIVING LLC / 1060 BUSH ST APT 205 SAN FRANCISCO,CA 94019 / PARTNERSHIP/ INFORMATION TECHNOLOGY / WEBSITE / PARTNER / / 50% MANAGING PARTNER, DUTIES ARE MOSTLY WEBSITE DEVELOPMENT / START DATE 10/15/2014

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.

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)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/23/2006

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/22/2005

General Securities Representative Examination

Current Firm

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

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)

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.

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Edward Huang

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

BEACON COAST PARTNERS, LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 1/23/2006

SIE

Date: 10/1/2018

Series 7

Date: 12/22/2005

Current Firm

BEACON COAST PARTNERS, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

BEACON COAST PARTNERS, LLC

TRUST BUT VERIFY

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