Dinghao
Jiang
Downtown Wealth Studios, LLC
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About this Advisor
Dinghao Jiang is a financial advisor who works out of Wellesley, Massachusetts. Jiang is an advisor for Downtown Wealth Studios, LLC. The advisor has gained experience at Merrill Lynch, Pierce, Fenner & Smith Inc, Merrill Lynch Pierce Fenner & Smith, Babson College, Shattuck St. Mary'S School, Bank Of America, N.A and Downtown Wealth Studios, LLC. Jiang holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to advise clients in Massachusetts. Downtown Wealth Studios, LLC is an advisory company that has its headquarters in Miami, FL. It has offices in seven locations and just three financial advisors. Downtown Wealth Studios, LLC offers a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial advice usually vary depending on which service is provided. Fees charged by Downtown Wealth Studios, LLC may include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Downtown Wealth Studios, LLC Brokerage Details
3
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Dinghao Jiang Work History
Dinghao has been registered as a financial advisor for 0 years.*
Downtown Wealth Studios, LLC
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Merrill Lynch Pierce Fenner & Smith
Babson College
Shattuck St. Mary'S School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Wellesley, MA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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