Edward N. Schweitzer
Professional summary
Edward Newton Schweitzer Jr., CFP®, who also goes by Edward N Schweitzer, Edward Newton Schweitzer, is a registered financial advisor currently at FREEDOM CAPITAL MANAGEMENT located in Glen Allen, Virginia.
Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Edward has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Edward Newton Schweitzer Jr.'s CRS (Customer Relationship Summary).
Certified licenses
Start date: 2010
Experience
May 22, 2021 - Present
FREEDOM CAPITAL MANAGEMENT
Office #1: 10809 Pepperbush Ct, Glen Allen, VA 23060November 1, 2018 - August 7, 2020
EDELMAN FINANCIAL ENGINES
April 22, 2016 - October 31, 2018
RETIREONE INVESTMENT SERVICES, LLC
August 25, 2009 - November 1, 2018
EDELMAN FINANCIAL SERVICES, LLC
February 3, 2009 - April 22, 2016
SANDERS MORRIS LLC
November 19, 2007 - August 24, 2009
EDELMAN FINANCIAL ADVISORS LLC
May 12, 2006 - November 15, 2007
A.G.P. / ALLIANCE GLOBAL PARTNERS
September 28, 2005 - May 11, 2006
EQUITABLE ADVISORS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/23/2021)
(5/22/2021)
(6/16/2021)
Exams
Current Firm
FREEDOM CAPITAL MANAGEMENT
CRD#: 313926 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 28 |
| AUM (Assets Under Management) | $ 9,780,719 |
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.
