Edward J. Balcewich

IA PRIVATE WEALTH (USA)

Winnipeg, R3C0B1

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CRD#: 7978096

Professional summary

Edward Joseph Balcewich, who also goes by Ed Balcewich, is a registered financial advisor currently at IA PRIVATE WEALTH (USA) INC. .

Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Edward has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ed Balcewich

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.

iA Private Wealth Inc. ("IAPW"), a registered investment dealer with CIRO, is the Canadian Affiliate and sister company to iA Private Wealth (USA) Inc. The business is investment related. Ed Balcewich is located at 238 Portage Ave, 3rd Floor, Winnipeg, Manitoba, Canada and has been employed since 04/2014. He is a full time agent and his title with IAPW is Portfolio Manager. He devotes 160 hours a month to this business during Business and Trading hours. His job duties include portfolio management and sales.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward Joseph Balcewich's CRS (Customer Relationship Summary).

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®

None

Experience

Current

September 10, 2024 - Present

IA PRIVATE WEALTH (USA) INC.

Office #1: 238 Portage Avenue Suite 4, Winnipeg, R3C0B1

RIA

CRD#: 322127

Winnipeg,

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".

IA PRIVATE WEALTH (USA) INC.

CRD#: 322127 / SEC#: 801-126039

RIA

Registered Investment Advisory firm - (7/13/2022 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

Florida
(12/2/2024)

IAR

Texas
(9/10/2024)

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

State Security Law Exam

IAR

Series 65

Date: 8/14/2024

Uniform Investment Adviser Law Examination

Current Firm

IA PRIVATE WEALTH (USA) INC.

CRD#: 322127 / SEC#: 801-126039

RIA

Registered Investment Advisory firm - (7/13/2022 Approved)

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Contact information

Main Address

26 Wellington St. East Suite 700, Toronto, Ontario, M5E 1S2

Mailing Address

Phone number

+1 (855) 999-2081

Established

Firm type

Fiscal year end

# of Employees

126

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

IA PRIVATE WEALTH (USA) INC. FIRM BROCHURE (3/25/2025)

IA PRIVATE WEALTH (USA) INC. WRAP BROCHURE (3/25/2025)

Regulatory assets under management

Total Number of Accounts	183
AUM (Assets Under Management)	$ 95,781,457

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.

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Edward J. Balcewich

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward Joseph Balcewich's CRS (Customer Relationship Summary).

Certified licenses

Experience

IA PRIVATE WEALTH (USA) INC.

Primary Firm SEC Registration

IA PRIVATE WEALTH (USA) INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/14/2024

Current Firm

IA PRIVATE WEALTH (USA) INC.

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

IA PRIVATE WEALTH (USA) INC.

TRUST BUT VERIFY

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