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Edwin G. Treimanis

CORINTHIAN PARTNERS ASSET MANAGEMENT LLC
Tampa, FL 33609
Some features on this profile are disabled
CRD#: 1733935
ET

Professional summary

Edwin Guido Treimanis, CFP®, who also goes by Ed Treimanis, is a registered financial advisor currently at CORINTHIAN PARTNERS ASSET MANAGEMENT LLC located in Tampa, Florida and CORINTHIAN PARTNERS, L.L.C. located in Clearwater, Florida.

Edwin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. Edwin has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Ed Treimanis

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.
Advisor Excell - effective March 2023; facilitation of IUL proposals and implementation of fixed insurance; 2-5 hours per mo (0-3 hours per mo during trading hours).

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edwin Guido Treimanis'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®
CFP®

Certified Financial Planner

Experience

Current

December 6, 2019 - Present

CORINTHIAN PARTNERS ASSET MANAGEMENT LLC

Office #1: 4890 W Kennedy Blvd Suite 900, Tampa, FL 33609
RIA
CRD#: 109385
Tampa, FL
Current

May 24, 2019 - Present

CORINTHIAN PARTNERS, L.L.C.

Office #1: 1727 Coachman Plaza Drive Suite 114, Clearwater, FL 33759
BD
CRD#: 38912
Clearwater, FL
Past

December 12, 2014 - May 29, 2019

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 144426
ORLANDO, FL
Past

November 24, 2014 - December 31, 2017

INTERNATIONAL ASSETS ADVISORY, LLC

BD
CRD#: 10645
Riverview, FL
Past

October 28, 1999 - July 3, 2006

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

October 28, 1987 - November 19, 2014

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
BRANDON, FL
Past

October 21, 1987 - November 19, 2014

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
BRANDON, FL

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".
CP
CORINTHIAN PARTNERS ASSET MANAGEMENT LLC
CORINTHIAN PARTNERS ASSET MANAGEMENT LLC | CORINTHIAN PARTNERS MANAGEMENT LLC

CRD#: 109385 / SEC#: 801-116896

RIA
Registered Investment Advisory firm - (7/1/2019 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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(6/3/2019)
IAR
Florida
(12/6/2019)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/16/1995
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/28/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 12/31/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/17/1987
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

CP
CORINTHIAN PARTNERS ASSET MANAGEMENT LLC
CORINTHIAN PARTNERS ASSET MANAGEMENT LLC | CORINTHIAN PARTNERS MANAGEMENT LLC

CRD#: 109385 / SEC#: 801-116896

RIA
Registered Investment Advisory firm - (7/1/2019 Approved)
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Contact information

Main Address
275 Madison Avenue 8th Floor, New York, NY 10016
Mailing Address
1727 Coachman Plaza Drive Suite 114, Clearwater, FL 33759
Phone number
(212) 287-1552
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (4 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts212
AUM (Assets Under Management)$ 46,080,885

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.

Company Information

CORINTHIAN PARTNERS ASSET MANAGEMENT LLC

CRD#: 109385Tampa, FL 33609

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