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EE

Edward O. Eberle

SEIZERT CAPITAL PARTNERS
Nashville, TN
Some features on this profile are disabled
CRD#: 4367919
EE

Professional summary

Edward Oscar Eberle, who also goes by Ed Eberle, is a registered financial advisor currently at SEIZERT CAPITAL PARTNERS located in Nashville, Tennessee.

Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Edward has worked at 1 firm .

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Ed Eberle

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 Edward Oscar Eberle'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

October 27, 2023 - Present

SEIZERT CAPITAL PARTNERS

RIA
CRD#: 108954
Nashville, TN
Past

November 12, 2010 - October 26, 2023

SEIZERT CAPITAL PARTNERS

RIA
CRD#: 108954
Scottsdale, AZ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SC
SEIZERT CAPITAL PARTNERS
SEIZERT CAPITAL PARTNERS | SEIZERT HERSHEY & COMPANY LLC | SEIZERT CAPITAL PARTNERS, LLC

CRD#: 108954 / SEC#: 801-57995

RIA
Registered Investment Advisory firm - (9/11/2000 Approved)

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
Michigan
(4/10/2024)
IAR
Tennessee
(10/27/2023)

Exams

Current Firm

SC
SEIZERT CAPITAL PARTNERS
SEIZERT CAPITAL PARTNERS | SEIZERT HERSHEY & COMPANY LLC | SEIZERT CAPITAL PARTNERS, LLC

CRD#: 108954 / SEC#: 801-57995

RIA
Registered Investment Advisory firm - (9/11/2000 Approved)
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Contact information

Main Address
34100 Woodward Avenue Suite 210, Birmingham, MI 48009-0961
Mailing Address
Phone number
(248) 593-1500
Established
Firm type
Fiscal year end
# of Employees
16

SEC notice filing (19 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SEIZERT CAPITAL PARTNERS FORM ADV PART 2A (3/18/2025)

Regulatory assets under management

Total Number of Accounts263
AUM (Assets Under Management)$ 2,318,227,092

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

SEIZERT CAPITAL PARTNERS

CRD#: 108954Nashville, TN

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