Edward Quirk, financial advisor Plymouth MA

Edward Quirk

CRD Number: 2563138
Current Firm: Citizens Investment Services

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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Professional Designations
Company Name Location Dates Years
U.S. Wealth Management Braintree, MA Oct 2015 - Current 5
Cco Investment Services Corp Plymouth, MA Jan 2007 - Current 14
Banc Of America Investment Services, Inc. Hingham, MA Oct 2004 - Current 16
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
Phone Number: 1-800-942-8300
Registered State(s):
  • RI
By the Numbers
  • Total Assets Under Management
    5,342
    MILLIONS
  • Total Number of Accounts
    35,056
    ACCOUNTS
  • Average Account Value
    $152,373
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

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