Edward Butowsky
Professional Summary
Edward Butowsky, who also goes by Ed Butowsky, Edward Wayne Butowsky, is a registered financial advisor currently at ETHOS FINANCIAL GROUP, LLC located in Plano, Texas and INNOVATION PARTNERS LLC located in Charlotte, North Carolina. Edward is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. Edward has worked at 12 firms and has passed the Series 63, SIE, Series 3 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Ed Butowsky, Edward Wayne Butowsky
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Years of Experience
39 years in the financial services industry
Current & Past Employments
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Current Firm
AB GROUP | VERITY WEALTH ADVISORS | STILLWATER PARTNERS | PROTEA WEALTH MANAGEMENT | PETERS WEALTH ADVISORS | MICHAEL MALONE INVESTMENT ADVISORY | MARSINI ESTATE & WEALTH | LIBERTY RIDGE | JAMES W. JUDGE IV | FRONT STREET FINANCIAL | ETHOS FINANCIAL GROUP, LLC | ETHOS FAMILY OFFICE | COHESION PARTNERS | CHAPWOOD INVESTMENTS | ASCENDANT 360 | ALPHA WHISKEY
Contact Information
Main Address
2200 Renaissance Blvd Suite 340, King Of Prussia, PA 19406Phone Number
(610) 822-5246# of Employees
44SEC notice filing (25 States and Territories)
Registered to provide investment advisory services in 25 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
4,747AUM (Assets Under Management)
$2,144,085,745Similar Advisors
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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.
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Primary Firm SEC Registration
AB GROUP | VERITY WEALTH ADVISORS | STILLWATER PARTNERS | PROTEA WEALTH MANAGEMENT | PETERS WEALTH ADVISORS | MICHAEL MALONE INVESTMENT ADVISORY | MARSINI ESTATE & WEALTH | LIBERTY RIDGE | JAMES W. JUDGE IV | FRONT STREET FINANCIAL | ETHOS FINANCIAL GROUP, LLC | ETHOS FAMILY OFFICE | COHESION PARTNERS | CHAPWOOD INVESTMENTS | ASCENDANT 360 | ALPHA WHISKEY
State Registrations and Notice Filings
(1/27/2026)
(1/27/2026)
(1/28/2026)
(1/28/2026)
(1/24/2025)
(1/27/2026)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Edward Butowsky's CRS (Customer Relationship Summary).
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