Edward Francis Vahey
Professional Summary
Edward Francis Vahey is a registered financial advisor currently at SILVER PINE CAPITAL, LLC located in Medfield, Massachusetts. Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Edward has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
EDWARD JONES
LPL FINANCIAL LLC
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
EDWARD JONES
LPL FINANCIAL LLC
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
EDWARD JONES
LPL FINANCIAL LLC
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
EDWARD JONES
LPL FINANCIAL LLC
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC
Years of Experience
11 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
EDWARD JONES
LPL FINANCIAL LLC
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC
Current Firm
SILVER PINE CAPITAL, LLC
Contact Information
Main Address
5 West Mill Street 5, Medfield, MA 02052Mailing Address
5 West Mill Street 5, Medfield, MA 02052Phone Number
(617) 302-6221# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
45AUM (Assets Under Management)
$41,800,000Similar Advisors
EDWARD JONES
LPL FINANCIAL LLC
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
EDWARD JONES
LPL FINANCIAL LLC
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC
State Registrations and Notice Filings
(1/25/2022)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jun 2015About the Series 6 examSimilar Advisors
EDWARD JONES
LPL FINANCIAL LLC
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC
CRS (Client Relationship Summary) - RIA
Click below to view Edward Francis Vahey's CRS (Customer Relationship Summary).
Similar Advisors
EDWARD JONES
LPL FINANCIAL LLC
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC