Edward S. Karan
Professional summary
Edward S Karan, CFP®, who also goes by Edward Solomon Karan, is a registered financial advisor currently at ASPIRE WEALTH ADVISORY GROUP, LLC located in New York, New York.
Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Edward has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Edward S Karan's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 25, 2025 - Present
ASPIRE WEALTH ADVISORY GROUP, LLC
Office #1: 1 Rockefeller Plaza Floor 23, New York, NY 10020March 28, 2017 - May 16, 2025
CITI PRIVATE ALTERNATIVES, LLC
May 29, 2007 - May 16, 2025
CITIGROUP GLOBAL MARKETS INC.
May 29, 2007 - May 16, 2025
CITIGROUP GLOBAL MARKETS INC.
September 13, 2006 - May 29, 2007
CITICORP INVESTMENT SERVICES
October 26, 2004 - May 29, 2007
CITICORP INVESTMENT SERVICES
November 18, 1999 - March 17, 2003
BMO CAPITAL MARKETS CORP.
Primary Firm SEC Registration
ASPIRE WEALTH ADVISORY GROUP, LLC
CRD#: 338618 / SEC#: 801-134595
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/25/2025)
(12/1/2025)
Exams
Current Firm
ASPIRE WEALTH ADVISORY GROUP, LLC
CRD#: 338618 / SEC#: 801-134595
Contact information
SEC notice filing (2 States and Territories)
Red Flags
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