TrueAdvisor
TrueAdvisor
EB
EB

Edwin Wells Beck

Segall Bryant & Hamill
4 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Segall Bryant & Hamill
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
5,193 clients
Average Client Portfolio
$4.1M average
Assets Under Management
$21.3B

Fee Structure

Financial Planning:Investment management only

Location

101 Park Ave, Suite 3100, New York, NY, 10178

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Segall Bryant & Hamill
December 2023 - Present · 2 yrs 2 mos
Corient
February 2023 - Present · 3 yrs
Previous Registrations
Barrett Asset Management, LLC
August 2021 - December 2023 · 2 yrs 4 mos
State Registrations2 states
NYTX
Advisor
Exams
No exam information available for this advisor.