Edward J. Kohlhepp
Professional summary
Edward John Kohlhepp, CFP®, who also goes by Ed J Kohlhepp, Edward J. Kohlhepp Sr., is a registered financial advisor currently at KOHLHEPP INVESTMENT ADVISORS, LTD. located in Doylestown, Pennsylvania and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Doylestown, Pennsylvania.
Edward is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1969. Edward has worked at 5 firms and has passed the Series 65, Series 63, Series 7TO, Series 99TO, SIE, Series 1, Series 24 and Series 00 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Edward John Kohlhepp's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1982
Experience
May 7, 1999 - Present
KOHLHEPP INVESTMENT ADVISORS, LTD.
Office #1: 3655 Route 202 Suite 100, Doylestown, PA 18902July 30, 2004 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 3655 Route 202 Suite 100, Doylestown, PA 18902May 4, 1977 - January 18, 1980
HIGHAM-WHITRIDGE SECURITIES, INC.
October 31, 1974 - June 12, 1976
TOWER SQUARE SECURITIES, INC.
April 1, 1969 - August 13, 2004
LINCOLN INVESTMENT
Primary Firm SEC Registration
KOHLHEPP INVESTMENT ADVISORS, LTD.
CRD#: 113989 / SEC#: 801-60581
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(7/30/2004)
(7/30/2004)
(7/30/2004)
(7/30/2004)
(6/4/2021)
(1/22/2013)
(1/2/2015)
(1/4/2010)
(10/3/2005)
(7/30/2004)
(2/1/2007)
(1/2/2025)
(5/7/1999)
(7/30/2004)
(3/7/2006)
(2/2/2007)
(1/2/2025)
Exams
Series 7TO
Date: 1/2/2023
General Securities Representative ExaminationSeries 99TO
Date: 1/2/2023
Operations Professional ExaminationSeries 1
Date: 3/24/1969
Registered Representative ExaminationSeries 00
Date: 10/2/1972
General Securities Principal ExaminationFINRA
Current Firm
KOHLHEPP INVESTMENT ADVISORS, LTD.
CRD#: 113989 / SEC#: 801-60581
Contact information
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 898 |
| AUM (Assets Under Management) | $ 191,033,315 |
Red Flags
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