Unclaimed Profile

Edward William Henry Kissinger

KISSINGER FINANCIAL SERVICES, LLC·HUNT VALLEY, Maryland

SIE, Series 7, Series 66CFPClean record24 years registeredKISSINGER FINANCIAL SERVICES, LLC

10155 YORK ROAD, HUNT VALLEY, MD 21030CRD# 4021878Firm CRD# 284871

Profile Verification

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

Identity

Edward William Henry Kissinger · HUNT VALLEY, MD

Registration

CRD #4021878 · KISSINGER FINANCIAL SERVICES, LLC · 24 years registered

Brand Profile

Not yet started

Career History

RBC CAPITAL MARKETS, LLC

Sep 2017 – present

SANDERS MORRIS HARRIS LLC

Jun 2006 – Oct 2017

HUNT VALLEY, MD

SMH CAPITAL ADVISORS, INC.

Oct 2001 – Dec 2006

HUNT VALLEY, MD

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · October 5, 2001

Years registered · 24

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

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

Firm Overview

Firm

KISSINGER FINANCIAL SERVICES, LLC

CRD 284871 · SEC 801-108268

AUM

$262M

Regulatory assets under management

Employees

2,150 client accounts

Services offered by KISSINGER FINANCIAL SERVICES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at KISSINGER FINANCIAL SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does Edward William Henry Kissinger offer?

Edward William Henry Kissinger specializes in Financial Planning, Investment Management. Contact their office in HUNT VALLEY, Maryland for a consultation.

What are Edward William Henry Kissinger's credentials?

Edward William Henry Kissinger holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Edward William Henry Kissinger located?

Edward William Henry Kissinger is based in HUNT VALLEY, Maryland, working with KISSINGER FINANCIAL SERVICES, LLC. Their office serves clients in the HUNT VALLEY metropolitan area and surrounding communities.

How does Edward William Henry Kissinger charge for services?

Edward William Henry Kissinger's firm is compensated through percentage of aum, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KISSINGER FINANCIAL SERVICES, LLC?

KISSINGER FINANCIAL SERVICES, LLC has approximately 14 employees and manages $262M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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