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Kurt Elliott Edwards

UBS REALTY INVESTORS LLC·HARTFORD, Connecticut
UBS REALTY INVESTORS LLC
10 STATE HOUSE SQUARE, HARTFORD, CT 06103-3604CRD# 7101002Firm CRD# 107758

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kurt Elliott Edwards · HARTFORD, CT
Registration
CRD #7101002 · UBS REALTY INVESTORS LLC
Brand Profile
Not yet started
Disclosure history
16 disclosures on file · See FINRA BrokerCheck for full record
01

About

Kurt Elliott Edwards is a registered financial advisor based in HARTFORD, Connecticut, affiliated with UBS REALTY INVESTORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
UBS REALTY INVESTORS LLC
UBS REALTY INVESTORS LLC
AUM
$2.7B
Regulatory assets under management
Employees
153
Total firm employees
View all advisors at UBS REALTY INVESTORS LLC →
Services
Pension consulting
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Other: REAL ESTATE ACQUISITION/DISPOSITION FEES
Regulatory
SEC/IARD CRD# 7101002
Firm CRD# 107758
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kurt Elliott Edwards offer?
Kurt Elliott Edwards specializes in Retirement Planning, Wealth Management. Contact their office in HARTFORD, Connecticut for a consultation.
What are Kurt Elliott Edwards's credentials?
Kurt Elliott Edwards is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kurt Elliott Edwards located?
Kurt Elliott Edwards is based in HARTFORD, Connecticut, working with UBS REALTY INVESTORS LLC. Their office serves clients in the HARTFORD metropolitan area and surrounding communities.
How does Kurt Elliott Edwards charge for services?
Kurt Elliott Edwards's firm is compensated through percentage of aum, subscription fees, performance-based fees, other: real estate acquisition/disposition fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is UBS REALTY INVESTORS LLC?
UBS REALTY INVESTORS LLC has approximately 153 employees and manages $2.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at UBS REALTY INVESTORS LLC

Matthew G Johnson
HARTFORD, CT
Peter Juliani
HARTFORD, CT
Thomas James O'shea
HARTFORD, CT
Christopher Clayton
HARTFORD, CT
James Michael Fishman
HARTFORD, CT
John Roderick Connelly
HARTFORD, CT

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Research
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