Edward M. Killea
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Edward Michael Killea, who also goes by Edward M Killea, was a registered financial professional .
Edward is a previously registered financial professional and started their career in finance in 1998. Edward had worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
February 13, 2023 - August 3, 2023
ATALANTA SOSNOFF CAPITAL, LLC
June 11, 2014 - December 21, 2015
MERIDIAN EQUITY PARTNERS, INC.
June 1, 2009 - January 15, 2013
MORGAN STANLEY
June 1, 2009 - January 15, 2013
MORGAN STANLEY
October 18, 2002 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
September 2, 1999 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
November 20, 1998 - August 20, 1999
GARBAN CAPITAL MARKETS LLC
Primary Firm SEC Registration
ATALANTA SOSNOFF CAPITAL, LLC
CRD#: 104880 / SEC#: 801-16739
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
ATALANTA SOSNOFF CAPITAL, LLC
CRD#: 104880 / SEC#: 801-16739
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 195 |
| AUM (Assets Under Management) | $ 4,496,850,000 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 06/27/2025 | ||
| 10/25/2024 | ||
| 11/22/2023 | ||
| 12/28/2022 |
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.
