EL
Edward Longstrom
TRG CAPITAL MANAGEMENT
Greer, SC
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CRD#: 7698798
EL
Professional summary
Edward Longstrom is a registered financial advisor currently at TRG CAPITAL MANAGEMENT, INC. located in Greer, South Carolina.
Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Edward has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Inorbit Consulting Corp. Not Investment-related 504 Pennsylvania Ave. Suite 1332 Greer SC 29652 IT Consulting President 02/01/2000 120/hours per month devoted to business 5/hours per day during securities trading hours Providing IT consulting services and running the business
CRS (Client Relationship Summary) - RIA
Click below to view Edward Longstrom'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®
NoneExperience
Current
August 14, 2023 - Present
TRG CAPITAL MANAGEMENT, INC.
RIA
CRD#: 146674
Greer, SC
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
New York(1/8/2024)
IAR
South Carolina(8/14/2023)
Current Firm
TC
TRG CAPITAL MANAGEMENT, INC.
TRG CAPITAL MANAGEMENT | TRG CAPITAL MANAGEMENT, INC. | TRG CAPITAL MANAGEMENT INCORPORATED
CRD#: 146674 / SEC#:
Florida
Registered Investment Advisory firm - (6/19/2020 Approved)New York
Registered Investment Advisory firm - (4/18/2008 Approved)North Carolina
Registered Investment Advisory firm - (4/17/2008 Approved)Pennsylvania
Registered Investment Advisory firm - (12/9/2015 Approved)South Carolina
Registered Investment Advisory firm - (8/14/2023 Approved)Texas
Registered Investment Advisory firm - (4/18/2008 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
8321 Six Forks Road Suite 103, Raleigh, NC 27615
Mailing Address
Phone number
(919) 239-4163
Established
Firm type
Fiscal year end
# of Employees
6
Regulatory assets under management
| Total Number of Accounts | 350 |
| AUM (Assets Under Management) | $ 103,335,390 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/09/2025 | ||
| 09/10/2024 | ||
| 09/19/2023 | ||
| 09/08/2023 | ||
| 10/28/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
