Daniel Feng has been an investment adviser representative at Broadside Wealth Technologies since September 2026, and is not listed among the firm’s executive officers or direct owners.
Broadside Wealth Technologies Inc. is a San Francisco, CA firm with $875M under management, 20 clients and 4 advisers across 2 offices, as of its September 2026 filing.
Investment adviser representative registrations
Daniel Feng is registered as an investment adviser representative in California, since September 2026.
- CaliforniaSince 8 September 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | 20 May 2026 |
| Series 65 | Uniform Investment Adviser Law Examination | 7 April 2026 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Daniel Shaoqiu Feng
- CRD
- 8337537
- Firm
- Broadside Wealth Technologies · CRD 342220
- Office
- Troy, MI
- Registration
- Investment adviser registration
- In the industry since
- September 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Daniel Feng work?
Daniel Feng is an investment adviser representative registered through Broadside Wealth Technologies Inc. since September 2026, and is not listed among the firm’s executive officers or direct owners.
Is Daniel Feng a financial advisor?
Yes. Daniel Feng has a current investment-adviser registration in California, through Broadside Wealth Technologies since September 2026.
How many years of experience does Daniel Feng have?
Daniel Feng has 0 years in the financial industry, since September 2026, across 1 adviser firm.
What exams has Daniel Feng passed?
Daniel Feng has passed 2 licensing exams: the Series 65 and SIE. The earliest, the Series 65, was passed in April 2026.
Where is Daniel Feng based?
Daniel Feng’s registered office is in Troy, MI.
Is Daniel Feng registered with FINRA?
No. Daniel Feng has no current broker registration.
How can I verify Daniel Feng’s record?
Search CRD 8337537 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Daniel Feng’s full registration record.