Edward J. Fuchs

FUCHS FINANCIAL PLANNING

BERWYN, PA

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CRD#: 4975969

Professional summary

Edward Joseph Fuchs MR., CFP®, who also goes by Edward Joseph Fuchs, is a registered financial advisor currently at FUCHS FINANCIAL PLANNING located in Berwyn, Pennsylvania.

Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Edward has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Edward Joseph Fuchs

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.

SOLE PROPRIETORSHIP EDWARD J. FUCHS,CPA. ACCOUNTING,TAX PREPARATION AND TAX PLANNING FIRM .NOT INVESTMENT RELATED. 20 MILLER AVE. BERWYN, PA. 19312 OWNER OF THE PROPRIETORSHIP BEGAN 05/13/1985 HOURS--100/MONTH 80/MONTH DURING TRADING HOURS. DUTIES--FINANCIAL STATEMENT PREPARATION, BOOKKEEPING, AND TAX RETURN PRPEARATION.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward Joseph Fuchs MR.'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^®

Certified Financial Planner

Start date: 2005

Experience

Current

August 11, 2005 - Present

FUCHS FINANCIAL PLANNING

RIA

CRD#: 134558

BERWYN, PA

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

Pennsylvania
(8/11/2005)

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

Current Firm

FUCHS FINANCIAL PLANNING

FUCHS FINANCIAL PLANNING | FUCHS, EDWARD J

CRD#: 134558 / SEC#:

Pennsylvania

Registered Investment Advisory firm - (8/11/2005 Approved)

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Contact information

Main Address

Berwyn, PA

Mailing Address

Phone number

(610) 251-9348

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	3
AUM (Assets Under Management)	$ 1,800,000

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Edward J. Fuchs

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

FUCHS FINANCIAL PLANNING

State Registrations and Notice Filings

Exams

Current Firm

FUCHS FINANCIAL PLANNING

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FUCHS FINANCIAL PLANNING

TRUST BUT VERIFY

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