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Edwin William Trively iii

Northland Securities, Inc.

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About Edwin William Trively iii

Edwin Trively iii is a financial professional with over 20 years of experience in the industry. Edwin currently works at Northland Securities, Inc., based in Minneapolis, MN. Previously, Edwin worked at BOENNING & SCATTERGOOD, INC., Northland Securities, Inc., S.G. LONG & COMPANY, and MORGAN STANLEY DW INC. Edwin holds Series 7, 31, and 66 licenses, as well as the SIE. Edwin is registered in 11 states for securities, including Kentucky, Massachusetts, Minnesota, Missouri, New Hampshire, New Jersey, New York, Ohio, Pennsylvania, Virginia, and Washington.

Firm Information

Edwin Trively iii is currently registered with Northland Securities, Inc.. Northland Securities, Inc. is a Minneapolis, Minnesota-based corporation, formed in September 1995. The firm provides financial planning, portfolio management for individuals, and selection of other advisors. It also offers research services. Northland Securities, Inc. manages over $236 million in regulatory assets for 826 total accounts.
Northland Securities, Inc.

150 SOUTH 5TH STREET

MINNEAPOLIS, MN 55402

$236.67M

Assets Under Management

117

Total Clients

86

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business 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 individuals

Personalized portfolio management to meet individual financial objectives.

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research services

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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percentage of assets

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

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other

Negotiated

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Edwin Trively iii’s Registration & Firm History

MN

06/06/2022 - Present

Northland Securities, Inc. (MINNEAPOLIS MN)

PA

10/17/2013 - 06/02/2022

BOENNING & SCATTERGOOD, INC. (CAMP HILL PA)

PA

07/20/2006 - 10/16/2013

NORTHLAND SECURITIES, INC. (CAMP HILL PA)

MT

07/25/2002 - 06/16/2006

S.G. LONG & COMPANY (MISSOULA MT)

NY

12/06/2000 - 07/29/2002

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 12/20/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/16/2001

Series 31 - Futures Managed Funds Examination

BC

Issued 12/05/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

I

Investors' Exchange LLC

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Edwin William Trively iii.
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