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Edwin Major Reynolds

Lombard Advisers Inc.

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About Edwin Major Reynolds

Edwin Reynolds is a financial professional with over 30 years of experience in the securities industry. He is a Registered Representative and Investment Adviser Representative with Lombard Advisers Inc. Edwin has held various positions in the financial services industry, including roles at LINSCO/PRIVATE LEDGER CORP., JOHNSTON, LEMON & CO. INCORPORATED, FERRIS, BAKER WATTS INCORPORATED, and BAKER, WATTS & CO., INC. Edwin is licensed to provide investment advice in several states, including Maryland, New Jersey, Colorado, Delaware, Florida, New York, North Carolina, Pennsylvania, Rhode Island, South Carolina, and Virginia. Edwin holds the Series 7, 6, 5, 24, 26, 63, and 65 licenses.

Firm Information

Edwin Reynolds is currently registered with Lombard Advisers Inc.. Lombard Advisers Inc. is an investment advisor based in Baltimore, MD. The firm provides portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Lombard Advisers Inc. has approximately $366 million in regulatory assets under management.
Lombard Advisers Inc.

1820 LANCASTER ST

BALTIMORE, MD 21231

$366.42M

Assets Under Management

Not reported

Total Clients

29

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Edwin Reynolds’s Registration & Firm History

MD

12/08/2020 - Present

Lombard Advisers Inc. (BALTIMORE MD)

SC

11/06/1990 - 06/24/1991

LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)

DC

01/20/1989 - 11/08/1990

JOHNSTON, LEMON & CO. INCORPORATED (WASHINGTON DC)

MD

10/24/1988 - 01/23/1989

FERRIS, BAKER WATTS INCORPORATED (BALTIMORE MD)

NA

01/01/1972 - 10/24/1988

BAKER, WATTS & CO., INC.

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Licenses & Designations

IA

Issued 03/20/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/08/1981

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/30/1996

Series 24 - General Securities Principal Examination

BC

Issued 09/28/1995

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 01/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/08/1982

Series 5 - Interest Rate Options Examination

BC

Issued 12/21/1971

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Edwin Major Reynolds.
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