Eduardo Y. Gonzalez-lopez
Professional summary
Eduardo Yamir Gonzalez-lopez, who also goes by Eduardo Gonzalez-lopez, is a registered financial advisor currently at EDGON ADVISORY LLC located in Hartford, Connecticut.
Eduardo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Eduardo has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Eduardo Yamir Gonzalez-lopez's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 24, 2017 - Present
EDGON ADVISORY LLC
Office #1: 207 Main Street 3rd Floor, Hartford, CT 06106September 17, 2013 - March 13, 2017
INNOVATION PARTNERS LLC
April 24, 2013 - March 13, 2017
INNOVATION PARTNERS LLC
June 4, 2012 - March 22, 2013
NEW ENGLAND SECURITIES
July 2, 2010 - April 11, 2012
SIGNATOR INVESTORS, INC.
April 14, 2010 - June 22, 2010
MSI FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/24/2017)
Exams
Current Firm
EDGON ADVISORY LLC
CRD#: 287530 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 3 |
| AUM (Assets Under Management) | $ 103,000 |
Red Flags
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