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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward McCarthy is a financial advisor with The Colony Group, LLC. Edward has been working in the financial services industry since 2013. Edward specializes in providing financial planning, portfolio management, and other advisory services to individuals, families, and businesses. Edward is registered as an Investment Advisor Representative in New York and Texas. Edward holds the Series 63, 65, 7, 52, and SIE licenses. Edward is also a graduate of the College of Saint Rose.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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2
NY
06/03/2024 - Present
THE Colony Group, LLC (Albany NY)
NY
01/28/2021 - 08/27/2021
LPL FINANCIAL LLC (ALBANY NY)
NY
01/02/2019 - 12/04/2020
MERCER ALLIED COMPANY, L.P. (COHOES NY)
NY
11/18/2014 - 01/02/2019
GOLDMAN SACHS & CO. LLC (LATHAM NY)
NY
07/29/2013 - 11/05/2014
BMO CAPITAL MARKETS CORP. (NEW YORK NY)
IA
Issued 11/04/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/21/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2018
Series 52 - Municipal Securities Representative Examination
BC
Issued 07/29/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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