Edward E. Prewitt
&PARTNERS | Managing Director - Investments
Fayetteville, AR 72701
Some features on this profile are disabled
CRD#: 4399416
Professional summary
Edward Ewing Prewitt, CFP® is a registered financial advisor currently at &PARTNERS located in Fayetteville, Arkansas.
Edward is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Edward has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
What are your service offerings?
Financial planning
Trading individual securities
Insurance
Retirement planning
What is your current number of clients?
Greater than 100
Are you a "fiduciary"?
Yes
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.
BOM FAYETTEVILLE LLC, INV RELATED; FAYETTEVILLE, AR; REAL ESTATE INVESTMENT; OWNER; START: 6/2004; 2 HRS/MO; 0 DURING TRADING HOURS. FIVE OAKS FAMILY LLC; INV RELATED; FAYETTEVILLE,AR; 100% OWNERSHIP WITH SPOUSE; START DATE 9/21/2020, REAL ESTATE HOLDINGS / ESTATE PLANNING; 1 HR PER MONTH; 0 DURING TRADING HOURS, OWNER. TWIN BRIDGES, LLC; INV. RELATED; FAYETTEVILLE, AR; 100% OWNERSHIP; HOLDING COMPANY FOR REAL ESTATE INVESTMENT; 1 HR PER MONTH; 0 DURING TRADING HRS. AETHON ENERGY OPERATING; INV. RELATED; DALLAS, TX; INHERITED OIL & GAS ROYALTIES; START: 1989; 0 HR/MO; 0 DURING TRADING. SHELL TRADING COMPANY; INV. RELATED; HOUSTON, TX; INHERITED OIL AND GAS ROYALTIES; START 8/1989; 0 HRS PER MONTH; 0 HRS DURING TRADING. LION OIL TRADING AND TRANSPORTATION; INV. RELATED; BRENTWOOD, TN; INHERITED OIL AND GAS ROYALTIES; START 8/1989; 0 HRS PER MONTH; 0 HRS DURING TRADING. XTO ENERGY CO; INV. RELATED; FORT WORTH, TX; INHERITED OIL AND GAS ROYALTIES; START 8/1989; 0 HRS PER MONTH; 0 HRS DURING TRADING. PLAINS MARKETING; INV. RELATED; HOUSTON, TX; INHERITED OIL AND GAS ROYALTIES; START 8/1989; 0 HRS PER MONTH; 0 HRS DURING TRADING. BREITBURN OPERATING; INV. RELATED; HOUSTON, TX; INHERITED OIL AND GAS ROYALTIES; START 8/1989; 0 HRS PER MONTH; 0 HRS DURING TRADING. CROSS OIL REFINING & MARKETING, INV. RELATED, SMACKOVER, AR. START: 11/1/18, 0 HOURS/MONTH, INHERITED OIL & GAS ROYALTIES. RENTAL PROPERTY; INV. RELATED; FAYETTEVILLE, AR; 50% OWNERSHIP; START DATE 12/2007; 1 HR PER MONTH; 0 HRS DURING TRADING. RENTAL PROPERTY; INV. RELATED; FAYETTEVILLE, AR; 30% OWNERSHIP; START DATE 02/28/2020; 1 HR PER MONTH; 0 HRS DURING TRADING. PASSIVE INVESTOR. EAGLE OIL AND GAS CO. INHERITED OIL RIGHTS; INVESTMENT RELATED; WICHITA FALLS,TX; 100% OWNERSHIP; START DATE 03/01/2020; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; OWNER. LFG FAYETTEVILLE LLC; INV. RELATED; FAYETTEVILLE, AR; 50% OWNERSHIP; LLC TO PURCHASE RAW LAND; START DATE 5/19/2023; 0 HOURS PER MONTH; 0 HOURS DURING TRADING. RAW LAND INVESTMENT; INV. RELATED; FAYETTEVILLE, AR; 50% OWNERSHIP; START DATE 6/7/2023; 0 HOURS PER MONTH; 0 HOURS DURING TRADING. FAYETTEVILLE AREA DEVELOPMENT ASSOCIATION LLC POSITION: Member NATURE: Real estate Holding company INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/08/2019 DESCRIPTION: None RAZORBACK HOLDINGS LLC POSITION: member NATURE: Real Estate and Investment Holding LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/23/2005 ADDRESS: Fayetteville AR 72701 1828 CAPITAL LLC POSITION: member NATURE: Operating LLC INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/02/2025 ADDRESS: Fayetteville, AR 72701, United States DESCRIPTION: Sr. Co- founder in the business APRIL RYE SHY FOR JUVENILE JUDGE CAMPAIGN ADVISORY COMMITTEE POSITION: committee member NATURE: advisory to her campaign INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2025 ADDRESS: 211 e dickson St Fayetteville, AR DESCRIPTION: go to meetings and events
CRS (Client Relationship Summary) - RIA
Click below to view Edward Ewing Prewitt's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Edward Ewing Prewitt'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®
CFP®
Start date: 2007
Experience
Current
November 15, 2024 - Present
&PARTNERS
Office #1: 212 N. Church Ave., Fayetteville, AR 72701RIA
BD
CRD#: 3767
Fayetteville, AR
Current
November 15, 2024 - Present
&PARTNERS
Office #1: 212 N. Church Ave., Fayetteville, AR 72701RIA
BD
CRD#: 3767
Fayetteville, AR
Past
January 1, 2008 - December 12, 2024
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
FAYETTEVILLE, AR
Past
January 1, 2008 - December 12, 2024
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
FAYETTEVILLE, AR
Past
January 30, 2002 - January 1, 2008
A. G. EDWARDS & SONS, INC.
RIA
CRD#: 4
FAYETTEVILLE, AR
Past
July 12, 2001 - January 3, 2008
A. G. EDWARDS & SONS, INC.
BD
CRD#: 4
FAYETTEVILLE, AR
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".
&PARTNERS
&PARTNERS | WISEPATH WEALTH MANAGEMENT | WISE & PARTNERS | WILTON SPRINGS FINANCIAL | WILTON SPRINGS | WILLOWSTONE WEALTH MANAGEMENT | WILEY BROS.-AINTREE, LLC | WILEY BROS.-AINTREE CAPITAL, LLC | WILEY BROS.-AINTREE CAPITAL | WILEY BROS. INC. | WILEY BROS. - AINTREE CAPITAL | WAVEWOOD PRIVATE WEALTH | VON HELLENS &PARTNERS | VIRIBUS WEALTH MANAGEMENT | UNNERSTALL WEALTH MANAGEMENT | TRIUNE WEALTH MANAGEMENT | TRILLIUM WEALTH | TRIDENT WEALTH MANAGEMENT GROUP | THIRD COAST WEALTH PLANNING | THAMES PRIVATE WEALTH STRATEGIES | TEDERS & QUAKENBUSH WEALTH MANAGEMENT GROUP | SWARTZENTRUBER WEALTH MANAGEMENT | STREAMLINE PRIVATE WEALTH | STILES FINANCIAL | STEELCREST INVESTMENT STRATEGIES | STANFORD WEALTH MANAGEMENT GROUP | STANFORD WEALTH MANAGEMENT | SCHMIEDBAUER INVESTMENTS &PARTNERS | ROY, TEDESCHI, SCHMIDT PRIVATE WEALTH | ROOKS&PARTNERS | ROOKS &PARTNERS - INVERNESS, FL | RIVERLINE WEALTH | RIAZZI, RHYNE & SWAIM INVESTMENT GROUP | PRAIRIE HERITAGE FINANCIAL | POWER 5 PALESTINE, TX | POWER 5 FINANCIAL | POWER 5 - TYLER TX | POWER 5 - PALESTINE TX | POWER 5 - OLYMPIA, WA | POWER 5 - OLYMPIA WA | PLAIDSKY ADVISORS | PALM SHORES WEALTH | ONE PRIVATE WEALTH | NOBLES GROOMS WEALTH ADVISORS | MERIDIAN | MARSTELLER WEALTH / TEAGLE WEALTH/ COMPTON WEALTH / KLEINSCHUSTER WEALTH MANAGEMENT | MARSTELLER WEALTH | MARNE WEALTH MANAGEMENT | LODGEVIEW WEALTH ADVISORS | LINKS PRIVATE WEALTH | LANG INVESTMENT GROUP | IVY CREST WEALTH MANAGEMENT | INDIGO ADVISORS | HERITAGE LAKE ADVISORS | HELIX PRIVATE WEALTH | HARVEST POINT WEALTH ADVISORS | GUIDENT WEALTH MANAGEMENT | FOCUS CAPITAL PARTNERS PRIVATE WEALTH | FOCUS CAPITAL PARTNERS | FIRST SERVANT WEALTH MANAGEMENT | FIRST KEYSTONE WEALTH MANAGEMENT | ENTANDEM WEALTH ADVISORS | ENSEMBLE WEALTH PLANNING | ELEVISION WEALTH MANAGEMENT | ELEIVA FINANCIAL | DAVIDSON WEALTH MANAGEMENT | CRESTVIEW CAPITAL ADVISORS | CREECH SCHWARTZ WEALTH MANAGEMENT | CREECH SCHWARTZ PRIVATE MANAGEMENT GROUP | COTTAGE WEALTH ADVISORS | CORIOLIS WEALTH MANAGEMENT | CENTERCOAST PRIVATE WEALTH | CARVE ADVISORS | CANYON RIVER WEALTH PLANNING | BRIO WEALTH SOLUTIONS - BOBBI BOSTICK | BRIO WEALTH SOLUTIONS | BRIDGEWATER PRIVATE WEALTH | BRIDGEMILL PRIVATE WEALTH | BLACKLOCK WEALTH MANAGEMENT | BASE CAPITAL PARTNERS | ARBOR ROW ADVISORS | ARBOR AVENUE PRIVATE WEALTH | APRICITY ADVISORS | APRICITY ADVISOR | AGAPE WEALTH STRATEGIES | AERIAL WEALTH ADVISORS | 49 NORTH ADVISORS | 1828 CAPITAL | &PARTNERS OSJ AND MARTIN WRIGHT GROUP
CRD#: 3767 / SEC#: 801-37145, 8-3774
RIA
Registered Investment Advisory firm - SEC (10/25/1990 Approved)BD
Broker-Dealer Firm Regulated by FINRA (New Orleans district office)
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.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
Alabama(11/15/2024)
RR
Alaska(11/15/2024)
RR
Arizona(11/15/2024)
RR
Arkansas(11/15/2024)
IAR
Arkansas(11/15/2024)
RR
California(11/15/2024)
RR
Colorado(11/15/2024)
RR
Connecticut(11/15/2024)
RR
Delaware(11/15/2024)
RR
District of Columbia(11/15/2024)
RR
Florida(11/15/2024)
RR
Georgia(11/15/2024)
RR
Idaho(11/15/2024)
RR
Illinois(11/15/2024)
RR
Indiana(11/15/2024)
RR
Iowa(11/15/2024)
RR
Kansas(11/15/2024)
RR
Kentucky(11/15/2024)
RR
Louisiana(11/15/2024)
RR
Maryland(11/15/2024)
RR
Massachusetts(11/15/2024)
RR
Michigan(11/15/2024)
RR
Minnesota(11/15/2024)
RR
Mississippi(11/15/2024)
RR
Missouri(11/15/2024)
RR
Nebraska(11/15/2024)
RR
Nevada(11/15/2024)
RR
New Hampshire(11/15/2024)
RR
New Jersey(11/15/2024)
RR
New Mexico(11/15/2024)
RR
New York(11/15/2024)
RR
North Carolina(11/15/2024)
RR
Ohio(11/15/2024)
RR
Oklahoma(11/15/2024)
RR
Oregon(11/15/2024)
RR
Pennsylvania(11/15/2024)
RR
South Carolina(11/15/2024)
RR
Tennessee(11/15/2024)
RR
Texas(11/15/2024)
IAR
Texas(11/15/2024)
RR
Utah(11/15/2024)
RR
Virginia(11/15/2024)
RR
Washington(11/15/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
&PARTNERS
&PARTNERS | WISEPATH WEALTH MANAGEMENT | WISE & PARTNERS | WILTON SPRINGS FINANCIAL | WILTON SPRINGS | WILLOWSTONE WEALTH MANAGEMENT | WILEY BROS.-AINTREE, LLC | WILEY BROS.-AINTREE CAPITAL, LLC | WILEY BROS.-AINTREE CAPITAL | WILEY BROS. INC. | WILEY BROS. - AINTREE CAPITAL | WAVEWOOD PRIVATE WEALTH | VON HELLENS &PARTNERS | VIRIBUS WEALTH MANAGEMENT | UNNERSTALL WEALTH MANAGEMENT | TRIUNE WEALTH MANAGEMENT | TRILLIUM WEALTH | TRIDENT WEALTH MANAGEMENT GROUP | THIRD COAST WEALTH PLANNING | THAMES PRIVATE WEALTH STRATEGIES | TEDERS & QUAKENBUSH WEALTH MANAGEMENT GROUP | SWARTZENTRUBER WEALTH MANAGEMENT | STREAMLINE PRIVATE WEALTH | STILES FINANCIAL | STEELCREST INVESTMENT STRATEGIES | STANFORD WEALTH MANAGEMENT GROUP | STANFORD WEALTH MANAGEMENT | SCHMIEDBAUER INVESTMENTS &PARTNERS | ROY, TEDESCHI, SCHMIDT PRIVATE WEALTH | ROOKS&PARTNERS | ROOKS &PARTNERS - INVERNESS, FL | RIVERLINE WEALTH | RIAZZI, RHYNE & SWAIM INVESTMENT GROUP | PRAIRIE HERITAGE FINANCIAL | POWER 5 PALESTINE, TX | POWER 5 FINANCIAL | POWER 5 - TYLER TX | POWER 5 - PALESTINE TX | POWER 5 - OLYMPIA, WA | POWER 5 - OLYMPIA WA | PLAIDSKY ADVISORS | PALM SHORES WEALTH | ONE PRIVATE WEALTH | NOBLES GROOMS WEALTH ADVISORS | MERIDIAN | MARSTELLER WEALTH / TEAGLE WEALTH/ COMPTON WEALTH / KLEINSCHUSTER WEALTH MANAGEMENT | MARSTELLER WEALTH | MARNE WEALTH MANAGEMENT | LODGEVIEW WEALTH ADVISORS | LINKS PRIVATE WEALTH | LANG INVESTMENT GROUP | IVY CREST WEALTH MANAGEMENT | INDIGO ADVISORS | HERITAGE LAKE ADVISORS | HELIX PRIVATE WEALTH | HARVEST POINT WEALTH ADVISORS | GUIDENT WEALTH MANAGEMENT | FOCUS CAPITAL PARTNERS PRIVATE WEALTH | FOCUS CAPITAL PARTNERS | FIRST SERVANT WEALTH MANAGEMENT | FIRST KEYSTONE WEALTH MANAGEMENT | ENTANDEM WEALTH ADVISORS | ENSEMBLE WEALTH PLANNING | ELEVISION WEALTH MANAGEMENT | ELEIVA FINANCIAL | DAVIDSON WEALTH MANAGEMENT | CRESTVIEW CAPITAL ADVISORS | CREECH SCHWARTZ WEALTH MANAGEMENT | CREECH SCHWARTZ PRIVATE MANAGEMENT GROUP | COTTAGE WEALTH ADVISORS | CORIOLIS WEALTH MANAGEMENT | CENTERCOAST PRIVATE WEALTH | CARVE ADVISORS | CANYON RIVER WEALTH PLANNING | BRIO WEALTH SOLUTIONS - BOBBI BOSTICK | BRIO WEALTH SOLUTIONS | BRIDGEWATER PRIVATE WEALTH | BRIDGEMILL PRIVATE WEALTH | BLACKLOCK WEALTH MANAGEMENT | BASE CAPITAL PARTNERS | ARBOR ROW ADVISORS | ARBOR AVENUE PRIVATE WEALTH | APRICITY ADVISORS | APRICITY ADVISOR | AGAPE WEALTH STRATEGIES | AERIAL WEALTH ADVISORS | 49 NORTH ADVISORS | 1828 CAPITAL | &PARTNERS OSJ AND MARTIN WRIGHT GROUP
CRD#: 3767 / SEC#: 801-37145, 8-3774
RIA
Registered Investment Advisory firm - SEC (10/25/1990 Approved)BD
Broker-Dealer Firm Regulated by FINRA (New Orleans district office)
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Contact information
Main Address
40 Burton Hills Blvd. Suite 350, Nashville, TN 37215
Mailing Address
40 Burton Hills Blvd. Suite 350, Nashville, TN 37215
Phone number
(615) 255-6431
Established
Tennessee since 12/07/1995
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees
475
SEC notice filing (51 States and Territories)
FINRA licenses (52 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| AMPERSAND PARTNERS, LLC | OWNER | |
| ALEXANDER, JOHN W | CO-PRESIDENT | 2327561 |
| COOPER, CHYRLAN ELIZABETH | COO | 4160240 |
| IDOL, KALEY PORTER | CHIEF COMPLIANCE OFFICER | 6950052 |
| KOWACH, DAVID JOHN | CEO | 2154665 |
| NELSON, RICHARD SCOTT | CFO | 5014790 |
| SCHALLER, MICHAEL CHRISTOPHER | CONTROLLER/FINOP | 5899085 |
| STEVENS, ALYSON MENCIO | CHIEF COMPLIANCE OFFICER - ADVISORY BUSINESS | 5451096 |
| WILEY III, DAVID WARREN III | CO-PRESIDENT | 720094 |
Regulatory assets under management
| Total Number of Accounts | 32,200 |
| AUM (Assets Under Management) | $ 14,146,591,395 |
Disclosures
| Regulatory Event | 6 |
| Arbitration | 4 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/29/2025 | ||
| 12/29/2023 | ||
| 01/03/2023 |
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
&PARTNERS
Managing Director - InvestmentsCRD#: 3767Fayetteville, AR 72701TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
