Edward Antoian, financial advisor Berwyn PA
76 score

Edward Antoian

CRD Number: 1057744
Current Firm: Zeke Capital Advisors, LLC

Edward Antoian (CRD# 1057744) is an Investment Advisor Representative working at Zeke Capital Advisors, LLC in Berwyn, PA and has over 34 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Zeke Capital Advisors, LLC Berwyn, PA Jan 2008 - Current 8
Chartwell Investment Partners, LP Berwyn, PA Apr 1997 - Current 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1982
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Edward N. Antoian
Phone Number: 610-572-4529
Registered State(s):
  • NJ
  • PA
By the Numbers
  • Total Assets Under Management
    2,174
    MILLIONS
  • Total Number of Accounts
    45
    ACCOUNTS
  • Average Account Value
    $48,318,889
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

NJ, PA

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BADGES
76

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