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Scott D. Edwardson
EDGEWOOD MANAGEMENT LLC
New York, NY 10022
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CRD#: 7852352
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Professional summary
Scott Douglas Edwardson, who also goes by Scott Edwardson, is a registered financial advisor currently at EDGEWOOD MANAGEMENT LLC located in New York, New York.
Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Scott has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Scott Edwardson
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.
Scott is a board member of Fairfield County Bank. The business is not investment related. Fairfield County Bank is headquartered at 150 Danbury Road, Ridgefield, CT 06877. Founded in 1871, Fairfield County Bank is a $1.9 billion community bank with locations throughout Fairfield County. Fairfield Country Bank delivers a full range of financial services. Scott's position is board member and his title is board member. The start date of Scott's relationship is January 1, 2023. Scott spends approximately 4 hours per month devoted to Fairfield County Bank including approximately 2 hours per month during securities trading hours. Scott's duty is to attend in person/virtual board meetings and board committee meetings.
CRS (Client Relationship Summary) - RIA
Click below to view Scott Douglas Edwardson'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
January 26, 2024 - Present
EDGEWOOD MANAGEMENT LLC
Office #1: 535 Madison Avenue, New York, NY 10022Office #2: 600 Steamboat Road Suite 103, Greenwich, CT 06830-7181RIA
CRD#: 106647
New York, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
EM
EDGEWOOD MANAGEMENT LLC
EDGEWOOD MANAGEMENT CO | EDGEWOOD MANAGEMENT LLC
CRD#: 106647 / SEC#: 801-9970
RIA
Registered Investment Advisory firm - (5/8/1974 Approved)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
Connecticut(1/26/2024)
IAR
Texas(1/26/2024)
Current Firm
EM
EDGEWOOD MANAGEMENT LLC
EDGEWOOD MANAGEMENT CO | EDGEWOOD MANAGEMENT LLC
CRD#: 106647 / SEC#: 801-9970
RIA
Registered Investment Advisory firm - (5/8/1974 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
600 Steamboat Road Suite 103, Greenwich, CT 06830-7181
Mailing Address
Phone number
(203) 769-7606
Established
Firm type
Fiscal year end
# of Employees
42
SEC notice filing (41 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,351 |
| AUM (Assets Under Management) | $ 35,937,415,715 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/18/2024 | ||
| 08/25/2023 | ||
| 09/27/2022 |
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.
