Unclaimed Profile

Edgar Wilson Brick

BRICK & KYLE ASSOCIATES INC·NEWTOWN, Pennsylvania

SIE, Series 1, Series 4, Series 7TO, Series 24, Series 63, Series 6531 years registeredBRICK & KYLE ASSOCIATES INC

905 MT EYRE RD, NEWTOWN, PA 18940CRD# 30291Firm CRD# 107771

Profile Verification

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

Identity

Edgar Wilson Brick · NEWTOWN, PA

Registration

CRD #30291 · BRICK & KYLE ASSOCIATES INC · 31 years registered

Brand Profile

Not yet started

Career History

BRICK & KYLE ASSOCIATES INC

Jan 1995 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 1

Series 4

Series 7TO

Series 24

Series 63

Series 65

Registration record

First registered · January 19, 1995

Years registered · 31

Disclosure History

2011Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

BRICK & KYLE ASSOCIATES INC

CRD 107771 · SEC 801-55370

AUM

$398M

Regulatory assets under management

Employees

342 client accounts

Services offered by BRICK & KYLE ASSOCIATES INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

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Introduction

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Frequently Asked Questions

What services does Edgar Wilson Brick offer?

Edgar Wilson Brick specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in NEWTOWN, Pennsylvania for a consultation.

What are Edgar Wilson Brick's credentials?

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

Where is Edgar Wilson Brick located?

Edgar Wilson Brick is based in NEWTOWN, Pennsylvania, working with BRICK & KYLE ASSOCIATES INC. Their office serves clients in the NEWTOWN metropolitan area and surrounding communities.

How does Edgar Wilson Brick charge for services?

Edgar Wilson Brick'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 BRICK & KYLE ASSOCIATES INC?

BRICK & KYLE ASSOCIATES INC has approximately 6 employees and manages $398M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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