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Edward Winchester Lovejoy

LADD CAPITAL MANAGEMENT LLC·NEW HAVEN, Connecticut
Clean record33 years registeredLADD CAPITAL MANAGEMENT LLC
110 WHITNEY AVE, NEW HAVEN, CT 06510CRD# 4340057Firm CRD# 105162

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Edward Winchester Lovejoy · NEW HAVEN, CT
Registration
CRD #4340057 · LADD CAPITAL MANAGEMENT LLC · 33 years registered
Brand Profile
Not yet started
01

Career History

LADD CAPITAL MANAGEMENT LLC
Feb 1993 – present
02

Registrations & Exams

Registration record
First registered · February 24, 1993
Years registered · 33
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LADD CAPITAL MANAGEMENT LLC
CRD 105162 · SEC 801-11098
AUM
$147M
Regulatory assets under management
Employees
2
162 client accounts
Services offered by LADD CAPITAL MANAGEMENT LLC
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at LADD CAPITAL MANAGEMENT LLC →
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Frequently Asked Questions

What services does Edward Winchester Lovejoy offer?
Edward Winchester Lovejoy specializes in Investment Management, Fee-Only Advisory. Contact their office in NEW HAVEN, Connecticut for a consultation.
What are Edward Winchester Lovejoy's credentials?
Edward Winchester Lovejoy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Edward Winchester Lovejoy located?
Edward Winchester Lovejoy is based in NEW HAVEN, Connecticut, working with LADD CAPITAL MANAGEMENT LLC. Their office serves clients in the NEW HAVEN metropolitan area and surrounding communities.
How does Edward Winchester Lovejoy charge for services?
Edward Winchester Lovejoy's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LADD CAPITAL MANAGEMENT LLC?
LADD CAPITAL MANAGEMENT LLC has approximately 2 employees and manages $147M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at LADD CAPITAL MANAGEMENT LLC

David Michael Ladd
NEW HAVEN, CT

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