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Edward Matthew Edwin

PARKWOODS WEALTH PARTNERS, LLC·SYRACUSE, New York
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125 EAST JEFFERSON STREET,, SYRACUSE, NY 13202CRD# 5671799Firm CRD# 331565
01

About

Edward Matthew Edwin is a registered financial advisor based in SYRACUSE, New York, affiliated with PARKWOODS WEALTH PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
PARKWOODS WEALTH PARTNERS, LLC
PARKWOODS WEALTH PARTNERS, LLC
AUM
$403M
Regulatory assets under management
Employees
6
Total firm employees
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5671799
Firm CRD# 331565
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Edward Matthew Edwin offer?
Edward Matthew Edwin specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SYRACUSE, New York for a consultation.
What are Edward Matthew Edwin's credentials?
Edward Matthew Edwin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Edward Matthew Edwin located?
Edward Matthew Edwin is based in SYRACUSE, New York, working with PARKWOODS WEALTH PARTNERS, LLC. Their office serves clients in the SYRACUSE metropolitan area and surrounding communities.
How does Edward Matthew Edwin charge for services?
Edward Matthew Edwin'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 PARKWOODS WEALTH PARTNERS, LLC?
PARKWOODS WEALTH PARTNERS, LLC has approximately 6 employees and manages $403M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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