Edward LadersCRD Number: 1014217
Current Firm: Investment Advisors
Edward Laders (CRD# 1014217) is an Investment Advisor Representative working at Investment Advisors in Pittsford, NY and has over 29 years of experience in the finance industry.
Wall Street Financial Group, Inc.
American Portfolios Advisors, Inc.
Sage, Rutty & Company, Inc.
|Proequities, Inc.||Pittsford, NY||Nov 2010 - Current||7|
|The Independent Advisor Network, LLC||Pittsford, NY||Jan 2010 - Current||8|
|Signator Investors, Inc.||Williamsville, NY||Feb 2010 - Jun 2010||< 1|
|Principal Life Insurance Company||Rochester, NY||Jul 1998 - Jan 2010||11|
|Princor Financial Services Corporation||Rochester, NY||Mar 1996 - Jan 2010||13|
|Personalized Retirement Strategies||Pittsford, NY||Jun 2008 - Dec 2009||1|
|Principal Life Insurance Co||Rochester, NY||Mar 1996 - Dec 2008||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1988|
|S65||NASAA Investment Advisors Law Examination||Oct 1998|
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
Total Assets Under Management2,788MILLIONS
Total Number of Accounts17,256ACCOUNTS
Average Account Value$161,538
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV