Unclaimed Profile

Charles Michael Edwards

CLARIVEST ASSET MANAGEMENT LLC·SAN DIEGO, California

SIE, Series 7, Series 66Clean record18 years registeredCLARIVEST ASSET MANAGEMENT LLC

3611 VALLEY CENTRE DRIVE, SAN DIEGO, CA 92130CRD# 5342028Firm CRD# 139785

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Charles Michael Edwards · SAN DIEGO, CA

Registration

CRD #5342028 · CLARIVEST ASSET MANAGEMENT LLC · 18 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CLARIVEST ASSET MANAGEMENT LLC

RAYMOND JAMES & ASSOCIATES, INC.

Jul 2012 – Dec 2025

ST. PETERSBURG, FL

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Mar 2010 – Aug 2010

VIRGINIA BEACH, VA

MORGAN STANLEY SMITH BARNEY LLC

Jun 2009 – Apr 2010

VIRGINIA BEACH, VA

CITIGROUP GLOBAL MARKETS INC.

Aug 2007 – Jun 2009

VIRGINIA BEACH, VA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · August 30, 2007

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CLARIVEST ASSET MANAGEMENT LLC

CRD 139785 · SEC 801-66386

AUM

$2.5B

Regulatory assets under management

Employees

27 client accounts

Services offered by CLARIVEST ASSET MANAGEMENT LLC

Per Form ADV

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Institutional Investors

Pension & Retirement Plans

View all advisors at CLARIVEST ASSET MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Charles Michael Edwards offer?

Charles Michael Edwards specializes in Investment Management, Retirement Planning, Wealth Management.

What are Charles Michael Edwards's credentials?

Charles Michael Edwards is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Charles Michael Edwards located?

Charles Michael Edwards is based in SAN DIEGO, California, last registered with CLARIVEST ASSET MANAGEMENT LLC.

How does Charles Michael Edwards charge for services?

Charles Michael Edwards's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CLARIVEST ASSET MANAGEMENT LLC?

CLARIVEST ASSET MANAGEMENT LLC has approximately 17 employees and manages $2.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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