Edward J. Tribble

MONUMENT ASSET MANAGEMENT

Charlestown, MA

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CRD#: 4611438

Professional summary

Edward Joseph Tribble, who also goes by Edward J Tribble, Edward J. Tribble, Edward Tribble, is a registered financial advisor currently at MONUMENT ASSET MANAGEMENT, LLC located in Charlestown, Massachusetts.

Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Edward has worked at 12 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Edward J Tribble | Edward J. Tribble | Edward Tribble

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 Joseph Tribble'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

December 20, 2019 - Present

MONUMENT ASSET MANAGEMENT, LLC

RIA

CRD#: 305827

Charlestown, MA

Past

October 20, 2014 - September 18, 2017

MANULIFE INVESTMENT MANAGEMENT (US) LLC

RIA

CRD#: 106435

BOSTON, MA

Past

September 10, 2014 - September 18, 2017

JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC

CRD#: 28262

BOSTON, MA

Past

November 14, 2011 - August 12, 2014

INVESTMENT PLANNERS, INC.

CRD#: 18557

DECATUR, IL

Past

November 8, 2011 - February 27, 2013

IPI WEALTH MANAGEMENT, INC.

RIA

CRD#: 111872

DECATUR, IL

Past

January 26, 2010 - June 21, 2010

PGIM INVESTMENTS LLC

RIA

CRD#: 105670

PITTSBURGH, PA

Past

August 7, 2008 - June 21, 2010

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC

CRD#: 18353

NEWARK, NJ

Past

December 20, 2006 - July 21, 2008

MANULIFE INVESTMENT MANAGEMENT (US) LLC

RIA

CRD#: 106435

BOSTON, MA

Past

December 20, 2006 - July 21, 2008

JOHN HANCOCK INVESTMENT MANAGEMENT LLC

RIA

CRD#: 105790

BOSTON, MA

Past

December 13, 2006 - July 21, 2008

JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC

CRD#: 28262

BOSTON, MA

Past

April 20, 2006 - December 6, 2006

AMUNDI PIONEER INSTITUTIONAL ASSET MANAGEMENT, INC.

RIA

CRD#: 138756

BOSTON, MA

Past

February 24, 2006 - April 20, 2006

AMUNDI ASSET MANAGEMENT US, INC.

RIA

CRD#: 107719

BOSTON, MA

Past

June 23, 2004 - December 6, 2006

AMUNDI DISTRIBUTOR US, INC.

CRD#: 24497

BOSTON, MA

Past

June 20, 2003 - June 7, 2004

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP

CRD#: 7325

BOSTON, MA

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

Massachusetts
(12/20/2019)

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

State Security Law Exam

IAR

Series 66

Date: 2/22/2006

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 11/26/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 9/18/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/9/2005

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/19/2003

Investment Company Products/Variable Contracts Representative Examination

Current Firm

MONUMENT ASSET MANAGEMENT, LLC

MONUMENT ASSET MANAGEMENT, LLC | MONUMENT CAPITAL, LLC

CRD#: 305827 / SEC#:

Massachusetts

Registered Investment Advisory firm - (12/20/2019 Approved)

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Contact information

Main Address

Charlestown, MA

Mailing Address

Phone number

(412) 352-5963

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

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Firm Stability Insights

Edward J. Tribble

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward Joseph Tribble's CRS (Customer Relationship Summary).

Certified licenses

Experience

MANULIFE INVESTMENT MANAGEMENT (US) LLC

JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC

INVESTMENT PLANNERS, INC.

IPI WEALTH MANAGEMENT, INC.

PGIM INVESTMENTS LLC

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC

MANULIFE INVESTMENT MANAGEMENT (US) LLC

JOHN HANCOCK INVESTMENT MANAGEMENT LLC

JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC

AMUNDI PIONEER INSTITUTIONAL ASSET MANAGEMENT, INC.

AMUNDI ASSET MANAGEMENT US, INC.

AMUNDI DISTRIBUTOR US, INC.

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP

State Registrations and Notice Filings

Exams

Series 66

Date: 2/22/2006

Series 63

Date: 11/26/2003

SIE

Date: 9/18/2017

Series 7

Date: 3/9/2005

Series 6

Date: 6/19/2003

Current Firm

MONUMENT ASSET MANAGEMENT, LLC

Contact information

Documents

Red Flags

Company Information

MONUMENT ASSET MANAGEMENT, LLC

TRUST BUT VERIFY

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