Mason Liang has been Direct Owner of Broadside Wealth Technologies since September 2026, is a control person of the firm and directly owns between 25% and 50% of it.
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.
- Broadside WealthCurrent– present · under a yearNew York , NY · Adviser representative · Firm CRD 342220
Investment adviser representative registrations
Mason Liang is registered as an investment adviser representative in New York, since September 2026.
- New YorkSince 3 September 2026
Examinations
No examinations are on Mason Liang’s record.
- CRD
- 8337546
- Firm
- Broadside Wealth Technologies · CRD 342220
- Role
- Direct Owner
- Office
- 1140 6th Ave, Suite 1068, New York , NY 10036
- Registration
- Investment adviser registration
- In the industry since
- September 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Mason Liang work?
Mason Liang has been Direct Owner of Broadside Wealth Technologies Inc. since September 2026, and is a control person of the firm.
Is Mason Liang a financial advisor?
Yes. Mason Liang has a current investment-adviser registration in New York, through Broadside Wealth Technologies since September 2026.
How many years of experience does Mason Liang have?
Mason Liang has 0 years in the financial industry, since September 2026, across 1 adviser firm.
Where is Mason Liang based?
Mason Liang’s registered office is in New York , NY.
Is Mason Liang registered with FINRA?
No. Mason Liang has no current broker registration.
How can I verify Mason Liang’s record?
Search CRD 8337546 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Mason Liang’s full registration record.