As Managing Director of GeaSphere LLC, Eduard over-sees the construction, research, and management of the GeaSphere investment portfolios. Eduard is an Accredited Asset Management Specialist (AAMS) with 23 years of demonstrated experience researching and constructing portfolios for the benefit of his investors. Eduard has developed and implemented various proprietary strategies used in the research, construction and management of the GeaSphere portfolios. His unique diversification method alongside his proprietary stock valuation philosophy gives Eduard’s investment management system uncompromising value and provides true piece of mind for his many investors.
CRD# 4318531
Integrated Wealth Concepts LLC
CRD# 4030542
Ameriprise Financial Services, LLC
CRD# 6230536
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gea Sphere LLC | Cranston, RI | Oct 2009 - Current | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1991 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1992 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- RI
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Total Assets Under Management168MILLIONS
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Total Number of Accounts522ACCOUNTS
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Average Account Value$322,031
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
FL, MA, RI
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