Edward PetkaCRD Number: 5680338
Current Firm: Hennion & Walsh Asset Management, Inc.
Edward Petka (CRD# 5680338) is an Investment Advisor Representative working at Hennion & Walsh Asset Management, Inc. in Parsippany, NJ and has over 11 years of experience in the finance industry.
Legacy Care Wealth, LLC
Financial Life Focus, LLC
High Mountain Financial Coaching LLC
|Hennion & Walsh, Inc.||Parsippany, NJ||Jun 2010 - Current||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2010|
|S65||NASAA Investment Advisors Law Examination||Dec 2021|
Total Assets Under Management424MILLIONS
Total Number of Accounts962ACCOUNTS
Average Account Value$440,955
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, DE, FL, GA, IL, KS, MA, MD, MI, NC, NH, NJ, NM, NY, OH, PA, SC, TN, TX, VA, WI
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