Alexander Chang has been an investment adviser representative at Lifeworks Advisors since June 2026, and is not listed among the firm’s executive officers or direct owners. Alexander Chang holds a USC.
Lifeworks Advisors, LLC is a Grand Rapids, MI firm with $967M under management, 1,814 clients and 40 advisers across 37 offices, as of its June 2026 filing.
Alexander Chang is Lead Advisor of Lifeworks Advisors, based in San Francisco, California. He brings nearly a decade of experience as a financial advisor at a large nationwide financial planning firm, and joined Lifeworks to better serve his clients. He has worked with tech professionals, engineers and medical professionals.
- Lifeworks Advisors, LLCCurrent– present · under a yearSan Francisco, CA · Adviser representative · Firm CRD 288255
Investment adviser representative registrations
Alexander Chang is registered as an investment adviser representative in California, since June 2026.
- CaliforniaSince 16 June 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 12 May 2026 |
| Series 7TO | General Securities Representative Examination | 30 June 2025 |
| Series 63 | Uniform Securities Agent State Law Examination | 30 June 2020 |
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 22 May 2020 |
| SIE | Securities Industry Essentials Examination | 11 February 2020 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 7182098
- Firm
- Lifeworks Advisors · CRD 288255
- Office
- San Francisco, CA
- Registration
- Investment adviser registration
- In the industry since
- June 2020
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- lifeworksadvisors.com
Where does Alexander Chang work?
Alexander Chang is an investment adviser representative registered through Lifeworks Advisors, LLC since June 2026, and is not listed among the firm’s executive officers or direct owners.
Is Alexander Chang a financial advisor?
Yes. Alexander Chang has a current investment-adviser registration in California, through Lifeworks Advisors since June 2026.
How many years of experience does Alexander Chang have?
Alexander Chang has 6 years in the financial industry, since June 2020, across 1 adviser firm.
What exams has Alexander Chang passed?
Alexander Chang has passed 5 licensing exams: the SIE, Series 6TO, Series 63, Series 7TO and Series 65. The earliest, the SIE, was passed in February 2020.
Where is Alexander Chang based?
Alexander Chang’s registered office is in San Francisco, CA.
Is Alexander Chang registered with FINRA?
No. Alexander Chang has no current broker registration.
How can I verify Alexander Chang’s record?
Search CRD 7182098 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Alexander Chang’s full registration record.
