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Edward J. Tribble

MONUMENT ASSET MANAGEMENT
Charlestown, MA
Some features on this profile are disabled
CRD#: 4611438
ET

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

BD
CRD#: 28262
BOSTON, MA
Past

November 14, 2011 - August 12, 2014

INVESTMENT PLANNERS, INC.

BD
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

BD
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

BD
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.

BD
CRD#: 24497
BOSTON, MA
Past

June 20, 2003 - June 7, 2004

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP

BD
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)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/22/2006
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 11/26/2003
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 9/18/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/9/2005
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 6/19/2003
Investment Company Products/Variable Contracts Representative Examination

Current Firm

MA
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
1

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.

Company Information

MONUMENT ASSET MANAGEMENT, LLC

CRD#: 305827Charlestown, MA

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