Edward Grant Kodman
Professional Summary
Edward Grant Kodman, who also goes by Edward Kodman, is a registered financial advisor currently at XNERGY FINANCIAL LLC located in Los Angeles, California and PELOTON SECURITIES LLC located in Portsmouth, New Hampshire. Edward is registered as a RR (Registered Representative) and started their career in finance in 2025. Edward has worked at 7 firms and has passed the Series 99TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Edward Kodman
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Videos & Posts
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Contact Information
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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.
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Years of Experience
1 years in the financial services industry
Current & Past Employments
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Current Firm
HOVEY CAPITAL PARTNERS LLC
Contact Information
Main Address
1501 Yamato Road, Boca Raton, FL 33431Mailing Address
1501 Yamato Road, Boca Raton, FL 33431Phone Number
(561) 879-4501Established
Delaware since 03/03/2021Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (8 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Edward Grant Kodman's CRS (Customer Relationship Summary).
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