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EC

Edward F. Condon

CENACLE PARTNERS
Mahwah, NJ
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CRD#: 1851094
EC

Professional summary


Edward Francis Condon, who also goes by Edward F Condon, Edward F (iv) Condon, Edward Francis Condon IV, is a registered financial advisor currently at CENACLE PARTNERS located in Mahwah, New Jersey and THIRD SEVEN CAPITAL LLC located in Greenwich, Connecticut.

Edward is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1990. Edward has worked at 5 firms and has passed the Series 63, Series 65, Series 7TO, SIE, Series 17 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Edward F Condon | Edward F (iv) Condon | Edward Francis Condon Iv

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.
Cenacle Partners LLC, RIA, CEO, Mahwah, NJ, 35 hours per week

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Edward Francis Condon's 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

January 31, 2012 - Present

CENACLE PARTNERS

RIA
CRD#: 152228
Mahwah, NJ
Current

September 12, 2022 - Present

THIRD SEVEN CAPITAL LLC

Office #1: 67 Holly Hill Lane Suite 300c, Greenwich, CT 06830
BD
CRD#: 160209
Greenwich, CT
Past

July 14, 2008 - August 22, 2008

CACHEMATRIX BROKER/DEALER LLC

BD
CRD#: 127226
DENVER, CO
Past

June 19, 2007 - July 11, 2008

GLOBEOP MARKETS LIMITED

BD
CRD#: 143787
LONDON,
Past

February 5, 1990 - March 1, 1993

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209

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

IAR
New Jersey
(1/31/2012)
RR
New Jersey
(11/10/2022)
RR
New York
(11/10/2022)

Exams


State Security Law Exam
RR
Series 63
Date: 11/9/2022
Uniform Securities Agent State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 9/12/2022
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 17
Date: 12/18/2006
Limited Registered Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 10/24/2006
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm


CP
CENACLE PARTNERS
CALYX CAPITAL ADVISORS, LLC | CENACLE PARTNERS

CRD#: 152228 / SEC#:

New Jersey
Registered Investment Advisory firm - (12/14/2010 Approved)
New York
Registered Investment Advisory firm - (10/24/2017 Terminated)
Virginia
Registered Investment Advisory firm - (11/30/2016 Terminated)
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Contact information


Main Address
Mahwah, NJ
Mailing Address
Phone number
(201) 693-8673
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts32
AUM (Assets Under Management)$ 35,000,000

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


CENACLE PARTNERS

CRD#: 152228Mahwah, NJ

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