Edward J. Cwalina

HORSE COVE PARTNERS LLC

Center Valley, PA

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CRD#: 1123493

Professional summary

Edward Joseph Cwalina, who also goes by Ed Joseph Cwalina Jr, Edward Joseph Jr Cwalina, Ed Joseph Cwalina, is a registered financial advisor currently at HORSE COVE PARTNERS LLC located in Center Valley, Pennsylvania.

Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Edward has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ed Joseph Cwalina Jr | Edward Joseph Jr Cwalina | Ed Joseph Cwalina

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward Joseph Cwalina's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 17, 2024 - Present

HORSE COVE PARTNERS LLC

RIA

CRD#: 172389

Center Valley, PA

Past

February 17, 2021 - February 26, 2024

TRUIST ADVISORY SERVICES, INC.

RIA

CRD#: 283390

ALLENTOWN, PA

Past

February 17, 2021 - February 26, 2024

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

ALLENTOWN, PA

Past

January 25, 2021 - February 17, 2021

BB&T SECURITIES, LLC

RIA

CRD#: 142785

RICHMOND, VA

Past

January 22, 2021 - February 17, 2021

BB&T SECURITIES, LLC

CRD#: 142785

RICHMOND, VA

Past

September 11, 2020 - February 1, 2021

HORSE COVE PARTNERS LLC

RIA

CRD#: 172389

Center Valley, PA

Past

August 11, 2020 - January 19, 2021

THE LEADERS GROUP, INC.

CRD#: 37157

SUMMIT, NJ

Past

January 2, 2018 - February 18, 2020

BB&T SECURITIES, LLC

RIA

CRD#: 142785

ALLENTOWN, PA

Past

January 2, 2018 - February 18, 2020

BB&T SECURITIES, LLC

CRD#: 142785

ALLENTOWN, PA

Past

July 13, 2016 - January 2, 2018

BB&T INVESTMENT SERVICES, INC.

RIA

CRD#: 33856

ALLENTOWN, PA

Past

July 13, 2016 - January 2, 2018

BB&T INVESTMENT SERVICES, INC.

CRD#: 33856

ALLENTOWN, PA

Past

January 21, 2014 - July 12, 2016

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

ALLENTOWN, PA

Past

November 1, 2007 - January 21, 2014

CETERA INVESTMENT SERVICES LLC

RIA

CRD#: 15340

ALLENTOWN, PA

Past

October 16, 2007 - July 12, 2016

CETERA INVESTMENT SERVICES LLC

CRD#: 15340

ALLENTOWN, PA

Past

February 7, 2005 - October 17, 2007

KNBT SECURITIES, INC.

CRD#: 115372

BETHLEHEM, PA

Past

May 8, 2002 - January 21, 2005

CETERA INVESTMENT SERVICES LLC

RIA

CRD#: 15340

ALLENTOWN, PA

Past

October 30, 2000 - January 21, 2005

CETERA INVESTMENT SERVICES LLC

CRD#: 15340

ST. CLOUD, MN

Past

April 28, 1983 - November 7, 2000

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

HORSE COVE PARTNERS LLC

CRD#: 172389 / SEC#: 801-130046

RIA

Registered Investment Advisory firm - (5/16/2024 Approved)

Georgia

Registered Investment Advisory firm - (7/2/2020 Approved)

Indiana

Registered Investment Advisory firm - (9/4/2020 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(5/17/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/31/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/21/1985

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/17/2000

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 4/16/1983

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 3/23/1992

Investment Company Products/Variable Contracts Principal Examination

Current Firm

HORSE COVE PARTNERS LLC

CRD#: 172389 / SEC#: 801-130046

RIA

Registered Investment Advisory firm - (5/16/2024 Approved)

Georgia

Registered Investment Advisory firm - (7/2/2020 Approved)

Indiana

Registered Investment Advisory firm - (9/4/2020 Approved)

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Contact information

Main Address

1899 Powers Ferry Rd Se Suite 120, Atlanta, GA 30339

Mailing Address

Phone number

(678) 905-5723

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/24/2025)

Regulatory assets under management

Total Number of Accounts	42
AUM (Assets Under Management)	$ 101,564,415

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Edward J. Cwalina

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward Joseph Cwalina's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUIST ADVISORY SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

BB&T SECURITIES, LLC

BB&T SECURITIES, LLC

HORSE COVE PARTNERS LLC

THE LEADERS GROUP, INC.

BB&T SECURITIES, LLC

BB&T SECURITIES, LLC

BB&T INVESTMENT SERVICES, INC.

BB&T INVESTMENT SERVICES, INC.

CETERA INVESTMENT ADVISERS LLC

CETERA INVESTMENT SERVICES LLC

CETERA INVESTMENT SERVICES LLC

KNBT SECURITIES, INC.

CETERA INVESTMENT SERVICES LLC

CETERA INVESTMENT SERVICES LLC

PRUCO SECURITIES, LLC.

Primary Firm SEC Registration

HORSE COVE PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/31/1999

Series 63

Date: 2/21/1985

SIE

Date: 10/1/2018

Series 7

Date: 4/17/2000

Series 6

Date: 4/16/1983

Series 26

Date: 3/23/1992

Current Firm

HORSE COVE PARTNERS LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HORSE COVE PARTNERS LLC

TRUST BUT VERIFY

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