Edward Chang, financial advisor Great Neck NY

Edward Chang

CRD Number: 6277288
Current Firm: Pledge Capital LLC

Edward Chang (CRD# 6277288) is an Investment Advisor Representative working at Pledge Capital LLC in Great Neck, NY and has over 10 years of experience in the finance industry.

Similar Advisors
Grace Toh, financial advisor Great Neck NY
Grace Y. Toh
CRD# 1483428
Abbington Investment Group, LLC
Similar Advisors
Steven Abbass, financial advisor Great Neck NY
Steven F. Abbass
CRD# 4658014
Northwestern Mutual Investment Services,llc
Similar Advisors
Brian Abbondandolo, financial advisor Great Neck NY
Brian Abbondandolo
CRD# 6255377
Abbondandolo Wealth Management Corp
Company Name Location Dates Years
Pledge Capital LLC Great Neck, NY Mar 2016 - Current 8
Ubs-s New York, NY Jan 2014 - Feb 2016 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2014
S65 NASAA Investment Advisors Law Examination Mar 2018
Contact Info for Edward Chang
Phone Number: 516-578-1154
Registered State(s):
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    7
    MILLIONS
  • Total Number of Accounts
    40
    ACCOUNTS
  • Average Account Value
    $180,525
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

NY, TX

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.