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Edward Francis Twomey

Loop Capital Markets LLC

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About Edward Francis Twomey

Edward Francis Twomey is a financial professional with over 30 years of experience in the financial services industry. Edward is currently registered with Loop Capital Markets LLC in New York, NY. Prior to this, Edward held positions with a number of firms including Insperex LLC, Samuel A Ramirez & Co., Inc., Piper Jaffray & Co., BMO Capital Markets GKST Inc., Shay Financial Services, Inc., Shay Financial Services Co., and Shay Government Securities Co.

Firm Information

Edward Twomey is currently registered with Loop Capital Markets LLC. Loop Capital Markets LLC is a Limited Liability Company formed on June 1, 2004. The firm provides a range of advisory services, including transition management services, equity research services, and security ratings. It serves a variety of client types, including corporations, state or municipal government entities, other investment advisors, and pension plans. The firm is registered with the Securities and Exchange Commission and is licensed to conduct business in all 50 states.

Not reported

Assets Under Management

15

Total Clients

123

Total Financial Advisors

Services Offered

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.

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transition management services/equity research services

Transition management services/equity research services

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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other

Negotiated fees for research services

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Edward Twomey’s Registration & Firm History

NY

10/03/2023 - Present

Loop Capital Markets LLC (NEW YORK NY)

FL

07/13/2020 - 09/19/2023

INSPEREX LLC (DELRAY BEACH FL)

PA

06/08/2018 - 07/10/2020

SAMUEL A RAMIREZ & CO., INC. (WEXFORD PA)

PA

10/10/2015 - 06/01/2018

PIPER JAFFRAY & CO. (PITTSBURGH PA)

MN

04/20/2011 - 10/19/2015

BMO CAPITAL MARKETS GKST INC. (MINNEAPOLIS MN)

PA

12/08/1997 - 04/13/2011

SHAY FINANCIAL SERVICES, INC. (WEXFORD PA)

TX

01/12/1994 - 12/08/1997

SHAY FINANCIAL SERVICES CO. (IRVING TX)

NA

01/12/1994 - 12/03/1997

SHAY GOVERNMENT SECURITIES CO.

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Licenses & Designations

BC

Issued 08/04/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/03/1994

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/01/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Edward Francis Twomey.
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