Ethan EdenCRD 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 15 years of experience in the finance industry.
Springboard Asset Management LLC
Sagepoint Financial, Inc.
Halsey Associates Inc.
|Market 76||Westport, CT||Jul 2009 - Current||8|
|Diastole Wealth Management||Guilford, CT||Aug 2002 - Current||15|
|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|
Total Assets Under Management665MILLIONS
Total Number of Accounts946ACCOUNTS
Average Account Value$703,375
- 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
- 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
CA, CT, FL, KY, MA, NH, NY, OH, PA, TX, VA
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