Lynne M. Mallory
Professional summary
Lynne Myers Mallory, who also goes by Lynne Mallory, Lynne Mallory Winter, is a registered financial advisor currently at EDGEWATER ASSET MANAGEMENT located in Virginia Beach, Virginia.
Lynne is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Lynne has worked at 4 firms and has passed the Series 65, Series 63, Series 7 and Series 3 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Lynne Myers Mallory's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 9, 2003 - Present
EDGEWATER ASSET MANAGEMENT
Office #1: 5244 Shenstone Circle Suite 200, Virginia Beach, VA 23455January 13, 1992 - July 18, 1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
October 30, 1987 - November 28, 1988
DAIWA CAPITAL MARKETS AMERICA INC.
January 1, 1987 - January 28, 1987
CHASE SECURITIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/9/2003)
Exams
Current Firm
EDGEWATER ASSET MANAGEMENT
CRD#: 116948 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 29 |
| AUM (Assets Under Management) | $ 38,398,154 |
Red Flags
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Company Information
EDGEWATER ASSET MANAGEMENT
CRD#: 116948Virginia Beach, VA 23455TRUST BUT VERIFY
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