Edward Quirk, financial advisor Braintree MA

Edward Quirk

CRD Number: 2563138
Current Firm: Great Valley Advisor Group, Inc.

Edward Quirk, CRC (CRD# 2563138) joined U.S. Wealth Management (USWM) as a Wealth Manager with over 20 years of experience in the financial services industry. Ed customizes and tailors specific wealth management strategies with the goal to preserve his client’s financial future and their personal needs through a comprehensive discovery process. This process helps him address any anxiety about the financial planning process, providing comfort and confidence that the client’s financial goals are aligned. Once complete, Ed provides his clients with access to specialized experts across the spectrum of wealth management; surrounding his clients with the right people, with the right skill sets, at the right time to make sound financial decisions.

Education/Registration

  • Bachelor of Arts, Clark University
  • Series 6, 7, and 63 held with LPL Financial. Series 65 held with U.S. Financial Advisors.
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Lido
Company Name Location Dates Years
Great Valley Advisor Group, Inc. Braintree, MA May 2021 - Current 2
Lpl Financial, LLC Braintree, MA Oct 2015 - Current 8
Us Financial Advisors, LLC Braintree, MA Oct 2015 - May 2021 5
Cco Investment Services Corp Plymouth, MA Jan 2007 - Oct 2015 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1994
S65 NASAA Investment Advisors Law Examination Oct 1998
Contact Info for Edward Quirk
By the Numbers
  • Total Assets Under Management
    5,084
    MILLIONS
  • Total Number of Accounts
    21,345
    ACCOUNTS
  • Average Account Value
    $238,186
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 businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV

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