Unclaimed Profile

Carlyn Edgar

FORUM INVESTMENT ADVISORS, LLC·PORTLAND, Maine

Clean recordFORUM INVESTMENT ADVISORS, LLC

3 CANAL PLAZA, SUITE 600, PORTLAND, ME 04101-4080CRD# 6114701Firm CRD# 141832

Profile Verification

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

Identity

Carlyn Edgar · PORTLAND, ME

Registration

CRD #6114701 · FORUM INVESTMENT ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Carlyn Edgar is a registered financial advisor based in PORTLAND, Maine, affiliated with FORUM INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Institutional Investors

Introduction

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Firm Overview

Firm

FORUM INVESTMENT ADVISORS, LLC

AUM

—

Regulatory assets under management

Employees

Total firm employees

View all advisors at FORUM INVESTMENT ADVISORS, LLC →

Services

Portfolio management (pooled investments)

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 6114701

Firm CRD# 141832

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Frequently Asked Questions

What services does Carlyn Edgar offer?

Carlyn Edgar specializes in Investment Management, Fee-Only Advisory. Contact their office in PORTLAND, Maine for a consultation.

What are Carlyn Edgar's credentials?

Carlyn Edgar is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Carlyn Edgar located?

Carlyn Edgar is based in PORTLAND, Maine, working with FORUM INVESTMENT ADVISORS, LLC. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.

How does Carlyn Edgar charge for services?

Carlyn Edgar'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 FORUM INVESTMENT ADVISORS, LLC?

FORUM INVESTMENT ADVISORS, LLC has approximately 5 employees. The firm is registered with the SEC as an investment adviser.

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