AdvisorOS Directory
Claim Profile
Unclaimed Profile
EB

Edward Joseph Barnes

THE GWYNEDD COMPANY·LANSDALE, Pennsylvania
Series 7, Series 65Clean record28 years registeredTHE GWYNEDD COMPANY
1100 SUMNEYTOWN PIKE, LANSDALE, PA 19446CRD# 3022178Firm CRD# 105936

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Edward Joseph Barnes · LANSDALE, PA
Registration
CRD #3022178 · THE GWYNEDD COMPANY · 28 years registered
Brand Profile
Not yet started
01

Career History

BLBB ADVISORS
Jan 2019 – present
THE GWYNEDD COMPANY
Apr 1998 – Dec 2018
LANSDALE, PA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 65
Registration record
First registered · April 27, 1998
Years registered · 28
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
THE GWYNEDD COMPANY
CRD 105936 · SEC 801-48894
AUM
$74M
Regulatory assets under management
Employees
1
136 client accounts
Services offered by THE GWYNEDD COMPANY
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at THE GWYNEDD COMPANY →
Introduction

Speak with Edward

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Edward is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in LANSDALE?

Browse all registered financial advisors in LANSDALE, Pennsylvania or claim this profile if it's yours.

Browse LANSDALE AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Edward Joseph Barnes offer?
Edward Joseph Barnes specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in LANSDALE, Pennsylvania for a consultation.
What are Edward Joseph Barnes's credentials?
Edward Joseph Barnes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Edward Joseph Barnes located?
Edward Joseph Barnes is based in LANSDALE, Pennsylvania, working with THE GWYNEDD COMPANY. Their office serves clients in the LANSDALE metropolitan area and surrounding communities.
How does Edward Joseph Barnes charge for services?
Edward Joseph Barnes'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 THE GWYNEDD COMPANY?
THE GWYNEDD COMPANY has approximately 1 employees and manages $74M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

More Advisors in LANSDALE, Pennsylvania

Andrew John Dziedzic
PREPARED RETIREMENT INSTITUTE LLC·LANSDALE, PA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Pennsylvania
PITTSBURGH (289)PHILADELPHIA (208)WAYNE (87)RADNOR (71)BERWYN (68)MALVERN (58)WEST CONSHOHOCKEN (56)LANCASTER (55)CONSHOHOCKEN (50)WYOMISSING (48)
City Guides
PITTSBURGH GuidePHILADELPHIA GuideWAYNE GuideRADNOR GuideBERWYN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
Request removal of this profile