Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Mally is a financial advisor with over 30 years of experience in the industry. Edward currently works at Premier Wealth Advisors, LLC as an investment advisor representative. He is registered to provide investment advice in Connecticut and New York. Prior to joining Premier Wealth Advisors, LLC, Edward worked at Imperial Capital, LLC in Stamford, Connecticut. He is a Chartered Financial Analyst and holds Series 63, Series 66, Series 7, Series 86, Series 87, and Series 24 licenses. Edward's expertise lies in financial planning, portfolio management for individuals and businesses, and selection of other advisors. He specializes in working with high-net-worth individuals, families, and charitable organizations. Edward has worked at numerous reputable companies including CIBC World Markets Corp. and Salomon Brothers Inc.
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.
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.
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.
1
2
NY
01/14/2022 - Present
Premier Wealth Advisors, LLC (NEW YORK NY)
CT
05/07/2008 - 08/27/2020
IMPERIAL CAPITAL, LLC (Stamford CT)
NY
11/03/1997 - 11/15/2002
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NY
11/01/1995 - 11/03/1997
CIBC WOOD GUNDY SECURITIES CORP. (NEW YORK NY)
NY
04/04/1994 - 10/04/1995
CITICORP SECURITIES, INC. (NEW YORK NY)
NY
08/18/1987 - 03/24/1994
SALOMON BROTHERS INC. (NEW YORK NY)
BOTH
Issued 05/12/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/06/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/02/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2008
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 06/11/2008
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 05/06/2008
Series 7 - General Securities Representative Examination
BC
Issued 09/26/1990
Series 16 - NYSE Supervisory Analyst Examination
Active
Inactive
Not sure Edward Mally is the right advisor for you? Invested Better is here to help.
