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Larry Douglas Edwards

COMMONWEALTH ASSET MANAGEMENT GROUP
FAIRFAX, VA
·CRD# 4520263·24 years experience

Professional Summary

Larry Douglas Edwards is a registered financial advisor currently at COMMONWEALTH ASSET MANAGEMENT GROUP LLC located in Fairfax, Virginia. Larry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Larry has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

More Resources

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

24 years in the financial services industry

Current & Past Employments

Current

COMMONWEALTH ASSET MANAGEMENT GROUP LLCCurrent·CRD# 158514
RIA
10501 West Drive, Fairfax, VA 22030
August 30, 2011 - Present

Past

BESTVEST INVESTMENTS, LTD.Past·CRD# 40302
BD
Fairfax, VA
September 14, 2011 - August 17, 2018
FULCRUM ADVISORY SERVICES, LLCPast·CRD# 131777
RIA
Reston, VA
December 1, 2006 - September 22, 2011
FULCRUM SECURITIES, LLCPast·CRD# 140084
BD
Saint Louis, MO
November 8, 2006 - September 22, 2011
NATIONAL PLANNING CORPORATIONPast·CRD# 29604
RIA
Bethseda, MD
February 23, 2004 - November 10, 2006
NATIONAL PLANNING CORPORATIONPast·CRD# 29604
BD
Bethseda, MD
January 13, 2004 - November 10, 2006
JOHNSTON LEMON ASSET MANAGEMENT INCPast·CRD# 109126
RIA
Washington, DC
January 7, 2003 - February 2, 2004
JOHNSTON, LEMON & CO. INCORPORATEDPast·CRD# 473
BD
Washington, DC
April 16, 2002 - February 2, 2004

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Current Firm

CA
COMMONWEALTH ASSET MANAGEMENT GROUP LLC

COMMONWEALTH AMG, LLC | COMMONWEALTH ASSET MANAGEMENT GROUP, LLC | COMMONWEALTH ASSET MANAGEMENT GROUP LLC

CRD#: 158514
Texas
Registered Investment Advisory firm - Texas (9/22/2021 Terminated)
Virginia
Registered Investment Advisory firm - Virginia (8/30/2011 Approved)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

10501 West Drive, Fairfax, VA 22030

Phone Number

(703) 250-6060

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

109

AUM (Assets Under Management)

$18,303,555

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

NORTHERN VA COMMUNITY COLLEGE NON-INVESTMENT RELATED ADJUNCT PROFESSOR PAID $808/CREDIT HOUR TEACHES 3 CLASSES PER SEMESTER SOLE PROPRIETOR COMMONWEALTH AMG. AT PRIMARY RESIDENCE 10101 SCHOOLHOUSE WOODS BURKE VA 22015. 20-50 HRS PER WEEK.FINANCIAL PLANNING, RIA, PORTFOLIO MANAGEMENT, INSURANCE SALES.

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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.
IAR
Virginia
(8/30/2011)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Apr 2002About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Aug 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Apr 2002About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Larry Douglas Edwards's CRS (Customer Relationship Summary).

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