Edwin Si-Wei Liang
Investment Adviser Representative at Downshift Financial
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Edwin Si-Wei Liang is an investment adviser representative with Downshift Financial in Boulder, CO, where they have been registered since 2021. They have worked in the securities industry since 2004 and have been registered with 3 firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated and First Republic Investment Management, Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in California, Colorado, Texas, and Virginia.
Registrations & licenses
- Investment adviser:
- California, Colorado, Texas, Virginia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2003 – Jun 2017Boulder, CO
- First Republic BankJun 2017 – Jul 2018Los Angeles, CA
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2019 – May 2021Denver, CO
- UnemployedJul 2018 – May 2019Boulder, CO
- Downshift Financial LLCApr 2021 – no end date reportedBroomfield, CO
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Downshift Financial
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
Similar advisors in Boulder, CO
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Edwin Si-Wei Liang has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched