Edward Smith (CRD# 2012234) is an Investment Advisor Representative working at Caldwell Sutter Capital, Inc. in Sausalito, CA and has over 17 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Caldwell Sutter Capital, Inc. | Sausalito, CA | Aug 2018 - Current | 5 |
| Unemployed | San Rafael, CA | Jun 2015 - Aug 2018 | 3 |
| Russian Hill Capital, LLC | San Francisco, CA | Sep 2012 - Jun 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2006 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2020 |
- CA
-
Total Assets Under Management488MILLIONS
-
Total Number of Accounts1,256ACCOUNTS
-
Average Account Value$388,861
- A percentage of assets under your management
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, ID, IL, NV, NY, OH, OR, TX, WA
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