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EC

Edwin D. Cogan

STEEPLECHASE INVESTMENTS
HINSDALE, IL 60521
Some features on this profile are disabled
CRD#: 2894196
EC

Professional summary

Edwin Daly Cogan, who also goes by Edwin Cogan, is a registered financial advisor currently at STEEPLECHASE INVESTMENTS located in Hinsdale, Illinois.

Edwin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Edwin has worked at 1 firm and has passed the Series 7 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Edwin Cogan

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) - RIA

Click below to view Edwin Daly Cogan'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

June 16, 1997 - Present

STEEPLECHASE INVESTMENTS

Office #1: 240 E. Ogden Ave. Ste 106, Hinsdale, IL 60521
RIA
CRD#: 123295
HINSDALE, IL

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Illinois
(6/16/1997)

Exams

General Industry/Product Exam
RR
Series 7
Date: 5/7/1997
General Securities Representative Examination

Current Firm

SI
STEEPLECHASE INVESTMENTS
COGAN, EDWIN DALY | STEEPLECHASE INVESTMENTS

CRD#: 123295 / SEC#:

Illinois
Registered Investment Advisory firm - (6/16/1997 Approved)
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Contact information

Main Address
21 Spinning Wheel Rd Unit 7e, Hinsdale, IL 60521
Mailing Address
Phone number
(630) 650-0681
Established
Firm type
Fiscal year end
# of Employees
0

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts12
AUM (Assets Under Management)$ 4,000,000

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

STEEPLECHASE INVESTMENTS

CRD#: 123295Hinsdale, IL 60521

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Contact information

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