Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edgar? Claim Your ProfileEdgar Brick is an Investment Advisor Representative registered with Brick & Kyle Associates Inc. Edgar has over 40 years of experience in the financial services industry and has held various positions with firms such as Moors & Cabot, Inc., Moors & Cabot Financial Advisors, LLC, and Melhado, Flynn & Associates, Inc.. Edgar holds the Series 4, 24, 63, 65, and 7 licenses. Edgar also has a Series 1 license and a SIE license. Edgar specializes in Portfolio Management for Individuals and Financial Planning. Edgar's primary business activity is Brick & Kyle Associates Inc. where Edgar devotes approximately 30 hours per week.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
1
2
PA
01/19/1995 - Present
Brick & Kyle Associates Inc. (NEWTOWN PA)
PA
06/20/2008 - 12/16/2013
MOORS & CABOT, INC. (NEWTOWN PA)
PA
11/17/2005 - 06/20/2008
MOORS & CABOT FINANCIAL ADVISORS, LLC (NEWTOWN PA)
MA
01/03/2005 - 01/26/2006
MOORS & CABOT, INC. (BOSTON MA)
NY
02/10/1995 - 01/07/2005
MELHADO, FLYNN & ASSOCIATES, INC. (NEW YORK NY)
NA
01/01/1993 - 02/09/1995
MERCER SECURITIES, LTD.
PA
07/02/1984 - 12/31/1992
EDWARD C. RORER & CO., INC. (PHILADELPHIA PA)
NA
01/31/1980 - 07/20/1984
PAINEWEBBER INCORPORATED
NA
01/02/1980 - 01/31/1980
PAINE, WEBBER, JACKSON & CURTIS INCORPORATED
NA
07/03/1973 - 01/31/1980
BLYTH EASTMAN DILLON & CO. INCORPORATED
IA
Issued 08/23/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/10/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/09/1987
Series 4 - Registered Options Principal Examination
BC
Issued 01/29/1985
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Edgar Brick is the right advisor for you? Invested Better is here to help.
