Edwin Case, financial advisor Albuquerque NM

Edwin Case

CRD Number: 720679
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Edwin Case (CRD# 720679) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Albuquerque, NM and has over 41 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Albuquerque, NM Sep 2009 - Current 12
Merrill Lynch, Pierce, Fenner & Smith Incorporated Albuquerque, NM Aug 1980 - Current 42
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1981
S65 NASAA Investment Advisors Law Examination Aug 1992
Contact Info for Edwin M. Case
Phone Number: 800-637-7455
Registered State(s):
  • NM
  • TX
By the Numbers
  • Total Assets Under Management
    1,283,838
    MILLIONS
  • Total Number of Accounts
    2,825,602
    ACCOUNTS
  • Average Account Value
    $454,359
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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