Ethan Eden, financial advisor Guilford CT
93 score

Ethan Eden

CRD Number: 4574697
Current Firm: Diastole Wealth Management

Ethan Eden (CRD# 4574697) is an Investment Advisor Representative working at Diastole Wealth Management in Guilford, CT and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Market 76 Westport, CT Jul 2009 - Current 7
Diastole Wealth Management Guilford, CT Aug 2002 - Current 14
Etc Brokerage Services F.k.a Collective Financial Services, LLC Guilford, CT May 2007 - Oct 2012 5
Dwm Investment Group Guilford, CT Jun 2005 - Mar 2011 5
International Education Aid Service Old Saybrook, CT Jul 2004 - Oct 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2002
Contact Info for Ethan A. Eden
Phone Number: 203-458-5220
Firm Website: http://www.dwinvest.com
Registered State(s):
  • CT
  • OH
By the Numbers
  • Total Assets Under Management
    665
    MILLIONS
  • Total Number of Accounts
    946
    ACCOUNTS
  • Average Account Value
    $703,375
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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)
  • Educational seminars/workshops
Types of Clients
Registered States

CA, CT, FL, KY, MA, NH, NY, OH, PA, TX, VA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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