Edmund W. Ip
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Edmund Wai Hung Ip, who also goes by Edmund Wai-hung Ip, was a registered financial professional .
Edmund is a previously registered financial professional and started their career in finance in 1982. Edmund had worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 22 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
May 17, 2019 - April 30, 2020
VIRTUE CAPITAL MANAGEMENT, LLC
January 4, 2019 - June 1, 2021
COPPELL ADVISORY SOLUTIONS LLC
June 14, 2018 - December 10, 2018
TRANSAMERICA FINANCIAL ADVISORS, LLC
July 20, 1987 - December 10, 1987
GRIFFIN FINANCIAL SERVICES
January 28, 1986 - December 22, 1986
NEW ENGLAND SECURITIES
November 18, 1985 - February 6, 1986
MONY SECURITIES CORPORATION
March 19, 1985 - September 27, 1985
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
April 30, 1984 - March 4, 1985
PRINCIPAL SECURITIES, INC.
October 29, 1982 - November 1, 1983
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
Primary Firm SEC Registration
VIRTUE CAPITAL MANAGEMENT, LLC
CRD#: 167816 / SEC#: 801-79938
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
VIRTUE CAPITAL MANAGEMENT, LLC
CRD#: 167816 / SEC#: 801-79938
Contact information
SEC notice filing (43 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 6,111 |
| AUM (Assets Under Management) | $ 787,466,707 |
Red Flags
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