Unclaimed Profile

Edward Lee Ward

ROBINSWOOD FINANCIAL LLC·KIRKLAND, Washington

Series 6, Series 7, Series 24, Series 63, Series 65Clean record26 years registeredROBINSWOOD FINANCIAL LLC

3425 CARILLON POINT, KIRKLAND, WA 98033CRD# 2848710Firm CRD# 143417

Profile Verification

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

Identity

Edward Lee Ward · KIRKLAND, WA

Registration

CRD #2848710 · ROBINSWOOD FINANCIAL LLC · 26 years registered

Brand Profile

Not yet started

Career History

ROBINSWOOD FINANCIAL

Mar 2007 – present

MERRIMAN CAPITAL MANAGEMENT INC

Feb 2000 – Dec 2006

SEATTLE, WA

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · February 7, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ROBINSWOOD FINANCIAL LLC

CRD 143417 · SEC 801-68234

AUM

$321M

Regulatory assets under management

Employees

1,036 client accounts

Services offered by ROBINSWOOD FINANCIAL LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ROBINSWOOD FINANCIAL LLC →

Introduction

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Frequently Asked Questions

What services does Edward Lee Ward offer?

Edward Lee Ward specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in KIRKLAND, Washington for a consultation.

What are Edward Lee Ward's credentials?

Edward Lee Ward is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Edward Lee Ward located?

Edward Lee Ward is based in KIRKLAND, Washington, working with ROBINSWOOD FINANCIAL LLC. Their office serves clients in the KIRKLAND metropolitan area and surrounding communities.

How does Edward Lee Ward charge for services?

Edward Lee Ward's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ROBINSWOOD FINANCIAL LLC?

ROBINSWOOD FINANCIAL LLC has approximately 5 employees and manages $321M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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