Edwin Adams (CRD# 7881214) is an Investment Advisor Representative working at Brewster Financial Planning LLC in Brooklyn, NY and has 1 year of experience in the finance industry.
CRD# 1358227
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1778571
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 353
Abner Herrman & Brock, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Brewster Financial Planning | Brooklyn, NY | Jul 2016 - Current | 7 |
| Unemployed | Brooklyn, NY | Mar 2016 - Jul 2016 | < 1 |
| Brooklyn Rents | Brooklyn, NY | Aug 2014 - Mar 2016 | 1 |
| Starwood Hotels | New York, NY | May 2012 - Aug 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2024 |
- NY
-
Total Assets Under Management176MILLIONS
-
Total Number of Accounts597ACCOUNTS
-
Average Account Value$294,635
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, NY
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