AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
EP

Edward R. Power

TRIUMPH CAPITAL MARKETS
Chicago, IL 60606
Some features on this profile are disabled
CRD#: 2841661
EP

Professional summary

Edward Raymond Power is a registered financial professional currently at TRIUMPH CAPITAL MARKETS, LLC located in Chicago, Illinois.

Edward is registered as a RR (Registered Representative) and started their career in finance in 1997. Edward has worked at 7 firms and has passed the Series 63, Series 79TO, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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 Raymond Power's CRS (Customer Relationship Summary).
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

July 1, 2025 - Present

TRIUMPH CAPITAL MARKETS, LLC

Office #1: 150 North Riverside Plaza, Suite 5200, Chicago, IL 60606
BD
CRD#: 327963
Chicago, IL
Past

July 30, 2018 - June 7, 2025

SANTANDER US CAPITAL MARKETS LLC

BD
CRD#: 150696
CHICAGO, IL
Past

November 1, 2010 - July 30, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
CHICAGO, IL
Past

May 9, 2003 - November 1, 2010

BANC OF AMERICA SECURITIES LLC

BD
CRD#: 26091
CHICAGO, IL
Past

October 16, 2000 - April 9, 2003

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816
NEW YORK, NY
Past

September 10, 1999 - October 16, 2000

PERSHING LLC

BD
CRD#: 7560
JERSEY CITY, NJ
Past

July 29, 1997 - September 14, 1999

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
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
Illinois
(7/1/2025)
RR
Massachusetts
(7/1/2025)
RR
New York
(7/1/2025)
RR
North Carolina
(7/1/2025)
RR
Ohio
(7/2/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 8/16/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 10/30/2025
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/27/1997
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

TC
TRIUMPH CAPITAL MARKETS, LLC
TRIUMPH CAPITAL MARKETS | TRIUMPH CAPITAL MARKETS, LLC

CRD#: 327963 / SEC#: , 8-71147

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
150 North Riverside Plaza Suite 5200, Chicago, IL 60606
Mailing Address
150 North Riverside Plaza Suite 5200, Chicago, IL 60606
Phone number
(312) 705-2788
Established
Delaware since 05/08/2023
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (5 States and Territories)

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

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
TRIUMPH CAPITAL MARKETS HOLDCO, LPSOLE MEMBER
COSIO, ROMMEL GOMEZCHIEF COMPLIANCE OFFICER2017788
GIBBONS, KEVIN PATRICKCHIEF EXECUTIVE OFFICER2382418
PORTNOFF, DAVID ROSSFINOP, PFO, POO2977967

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

TRIUMPH CAPITAL MARKETS, LLC

CRD#: 327963Chicago, IL 60606

TRUST BUT VERIFY

Monitor Edward Power

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Michael Walter Basile
Michael BasileAdvisorCheck Check Mark
COUNTRY CAPITAL MANAGEMENT COMPANY
RR
Chicago, IL
LP
Louis PasterAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Chicago, IL
JV
Jaime VillalobosAdvisorCheck Check Mark
WILLIAM BLAIR
IAR
RR
Chicago, IL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2025 AdvisorCheck, an AIMR Analytics company. All rights reserved.