Edward J. Kearney
Professional summary
Edward James Kearney, who also goes by Edward J Kearnery, Ed Kearney, is a registered financial advisor currently at CHEQUERS FINANCIAL MANAGEMENT LLC located in San Francisco, California.
Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Edward has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Edward James Kearney's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 30, 2016 - Present
CHEQUERS FINANCIAL MANAGEMENT LLC
Office #1: 434 Jackson Street Suite A, San Francisco, CA 94111Office #2: 3597 East Monarch Sky Lane Suite F-240, Meridian, ID 83646November 15, 2013 - December 31, 2015
BNY MELLON SECURITIES CORPORATION
June 28, 2002 - December 8, 2011
GOLDMAN SACHS WEALTH SERVICES, L.P.
October 3, 2000 - December 8, 2011
MERCER ALLIED COMPANY, L.P.
September 23, 1988 - June 23, 2000
MML INVESTORS SERVICES, LLC
Primary Firm SEC Registration
CHEQUERS FINANCIAL MANAGEMENT LLC
CRD#: 175209 / SEC#: 801-107158
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/30/2016)
Exams
Current Firm
CHEQUERS FINANCIAL MANAGEMENT LLC
CRD#: 175209 / SEC#: 801-107158
Contact information
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,272 |
| AUM (Assets Under Management) | $ 1,050,177,472 |
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.
