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ES

Edward Y. Soh

EP SECURITIES
New York, NY 10016
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CRD#: 2557224
ES

Professional summary


Edward Young Soh, who also goes by Ed Soh, Eddie Soh, is a registered financial professional currently at EP SECURITIES, LLC located in New York, New York.

Edward is registered as a RR (Registered Representative) and started their career in finance in 1994. Edward has worked at 4 firms and has passed the Series 63, Series 99TO, Series 79TO, SIE, Series 7, Series 24 and Series 4 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Ed Soh | Eddie Soh

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Edward Young Soh'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

March 16, 2010 - Present

EP SECURITIES, LLC

Office #1: 275 Madison Ave. Suite 1901, New York, NY 10016Office #2: 275 Madison Ave Suite 1901, New York, NY 10016
BD
CRD#: 150774
New York, NY
Past

November 1, 2004 - December 7, 2007

FTN EQUITY CAPITAL MARKETS CORP.

BD
CRD#: 119625
NEW YORK, NY
Past

July 14, 1996 - April 28, 1997

ROBERT R. MEREDITH & CO., INC.

BD
CRD#: 29501
NEW YORK, NY
Past

November 8, 1994 - May 1, 1995

COMMONWEALTH ASSOCIATES

BD
CRD#: 20833
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

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
California
(3/17/2010)
RR
Florida
(11/29/2010)
RR
Georgia
(10/7/2010)
RR
Illinois
(1/14/2014)
RR
New Jersey
(6/22/2010)
RR
New York
(3/25/2010)
RR
North Carolina
(10/8/2010)
RR
Pennsylvania
(10/15/2010)
RR
Texas
(3/14/2011)
RR
Vermont
(9/20/2011)

Exams


State Security Law Exam
RR
Series 63
Date: 1/10/2005
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


ES
EP SECURITIES, LLC
EP SECURITIES, LLC

CRD#: 150774 / SEC#: , 8-68297

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
275 Madison Ave Suite 1901, New York, NY 10016
Mailing Address
275 Madison Ave Suite 1901, New York, NY 10016
Phone number
(212) 297-1724
Established
Delaware since 05/28/2009
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (10 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
EXCEL PARTNERS HOLDINGS LLCOWNER
DONOHUE, DOUGLAS STILESCEO/ SECRETARY/ MEMBER1969102
HELLER, JEFFREY PHILIPFINOP/CFO3139370
KLARIN, DARVIN DARKOCCO1039190
SOH, EDWARD YOUNGPRESIDENT / CO-CCO2557224

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


EP SECURITIES, LLC

CRD#: 150774New York, NY 10016

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