Edward Quimby (CRD# 7659201) is an Investment Advisor Representative working at Eagle Strategies LLC in Saratoag Springs, NY and has 1 year of experience in the finance industry.
CRD# 1476297
Lpl Financial LLC
CRD# 6561717
Morgan Stanley
CRD# 4293316
Del-sette Capital Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eagle Strategies LLC | Saratoag Springs, NY | Apr 2023 - Current | 1 |
| Tailored Wealth Solutions | Saratoga Springs, NY | Mar 2023 - Current | 1 |
| Nylife Securities LLC | Latham, NY | Jan 2023 - Current | 1 |
| New York Life Insurance Company | Latham, NY | Nov 2022 - Current | 1 |
| Burt Crane And Rigging | 5 Veterans Memorial Dr, NY | Oct 2020 - Current | 3 |
| Primerica | Duluth, GA | Jul 2022 - Oct 2022 | < 1 |
| Cadwell Tanks | Louisville, KY | Jul 2020 - Oct 2020 | < 1 |
| Us Crane And Rigging | Kingston, NY | Jul 2019 - Jul 2020 | 1 |
| Precision Concrete Pumping | Albany, NY | Apr 2013 - Jul 2019 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2023 |
- NY
- TX
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Total Assets Under Management20,358MILLIONS
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Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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