Edward Kay Lian
AIF®Professional Summary
Edward Kay Lian, AIF®, who also goes by Edward K Lian, Edward Lian, is a registered financial advisor currently at WEALTHFRONT ADVISERS LLC located in St. Augustine, Florida and WEALTHFRONT BROKERAGE LLC located in Palo Alto, California. Edward is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Edward has worked at 8 firms and has passed the Series 66, Series 31, Series 52TO, SIE,...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Edward K Lian, Edward Lian
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Credentials
Years of Experience
10 years in the financial services industry
Current & Past Employments
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Current Firm
KACHING | WEALTHFRONT INC. | WEALTHFRONT ADVISERS LLC | WEALTHFRONT ADVISERS | WEALTHFRONT | THE INVESTING IQ APP | KACHING GROUP, INC | KACHING GROUP INC.
Contact Information
Main Address
261 Hamilton Ave., Palo Alto, CA 94301Phone Number
(855) 695-8437# of Employees
427SEC notice filing (53 States and Territories)
Registered to provide investment advisory services in 53 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
726,127AUM (Assets Under Management)
$55,187,590,029Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/26/2025 | Cover Page | Report |
| 12/02/2024 | Cover Page | Report |
| 01/11/2024 | Cover Page | Report |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
KACHING | WEALTHFRONT INC. | WEALTHFRONT ADVISERS LLC | WEALTHFRONT ADVISERS | WEALTHFRONT | THE INVESTING IQ APP | KACHING GROUP, INC | KACHING GROUP INC.
State Registrations and Notice Filings
(9/13/2024)
(7/1/2025)
(10/13/2025)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 52TO — Municipal Securities Representative Examination
Passed Aug 2019About the Series 52TO examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Edward Kay Lian's CRS (Customer Relationship Summary).
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