ES
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
11 advisors
Number of Clients
131 clients
Average Client Portfolio
$564.9M average
Assets Under Management
$74.0B
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Advisor Information
Office location
7272 Wisconsin Avenue, 21st Floor, Bethesda, MD, 20814
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Edward is a board member for BBS Worldwide, Inc., an advertising production consulting firm. He spends minimal time on activities related to this firm.
Employment History
Current Registrations
Proshare Advisors LLC
January 2024 - Present · 2 yrs
Profunds Distributors, INC.
January 2013 - Present · 13 yrs
Profunds Distributors, INC.Broker
January 2013 - Present · 13 yrs
Previous Registrations
Proshare Advisors LLC
January 2013 - December 2023 · 10 yrs 11 mos
Calvert Investment Management, INC.
October 2007 - January 2013 · 5 yrs 3 mos
Calvert Investment Distributors, INC.Broker
October 2007 - November 2012 · 5 yrs 1 mo
UBS Financial Services INC. Broker
August 2005 - November 2005 · 3 mos
American Express Financial Advisors INC. Broker
April 1999 - August 2004 · 5 yrs 4 mos
Ids Life Insurance CompanyBroker
April 1999 - August 2004 · 5 yrs 4 mos
Citicorp Investment ServicesBroker
November 1995 - December 1998 · 3 yrs 1 mo
State Registrations2 states
CAMD
AdvisorBrokerBoth
Exams
No exam information available for this advisor.