Unclaimed Profile

Edward Matthew Edwin

PARKWOODS WEALTH PARTNERS, LLC·SYRACUSE, New York

SIE, Series 6, Series 7TO, Series 63, Series 66Clean record7 years registeredPARKWOODS WEALTH PARTNERS, LLC

125 EAST JEFFERSON STREET,, SYRACUSE, NY 13202CRD# 5671799Firm CRD# 331565

Profile Verification

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

Identity

Edward Matthew Edwin · SYRACUSE, NY

Registration

CRD #5671799 · PARKWOODS WEALTH PARTNERS, LLC · 7 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PARKWOODS WEALTH PARTNERS, LLC

DIMENSIONAL FUND ADVISORS LP

Jan 2019 – Apr 2023

AUSTIN, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7TO

Series 63

Series 66

Registration record

First registered · January 2, 2019

Years registered · 7

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PARKWOODS WEALTH PARTNERS, LLC

CRD 331565 · SEC 801-130478

AUM

$403M

Regulatory assets under management

Employees

731 client accounts

Services offered by PARKWOODS WEALTH PARTNERS, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at PARKWOODS WEALTH PARTNERS, LLC →

Introduction

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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.

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, last registered with PARKWOODS WEALTH PARTNERS, LLC.

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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