Dinghao
Jiang
Downtown Wealth Studios, LLC
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About this Advisor
Dinghao Jiang is a financial advisor based in Wellesley, Massachusetts, working with Downtown Wealth Studios, LLC. Dinghao has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Merrill Lynch Pierce Fenner & Smith, Babson College, Bank Of America, N.A, and Downtown Wealth Studios, LLC. Dinghao has passed the Series 66 regulatory exam and is registered to provide services in California, Florida, Massachusetts, and New York. Currently, Dinghao is part of Downtown Wealth Studios, LLC, which operates out of Wellesley, Massachusetts. The firm has 9 offices and 5 employees. The firm manages assets totaling $886.3 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Downtown Wealth Studios, LLC includes asset-based, hourly, and fixed fees.
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Downtown Wealth Studios, LLC Brokerage Details
$886,324,113
5
116
$7,640,725
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Dinghao Jiang Work History
Downtown Wealth Studios, LLC
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Merrill Lynch Pierce Fenner & Smith
Babson College
Disclosures
Please visit the SEC profile of Dinghao Jiang to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Downtown Wealth Studios, LLC
Miami, FL
Wellesley, MA
Ipswich, MA
Cambridge, MA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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