EV
EV

Edward Francis Vahey

9 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & Coaching
Compensation
Fee-Only (AUM)
Firm Size
3 advisors
Number of Clients
169 clients
Average Client Portfolio
$330K average
Assets Under Management
$55.8M

Fee Structure

Minimum Investment:None
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Location

5 West Mill Street, 5, Medfield, MA, 02052

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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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Other Business Activities

Edward referees high school and youth hockey and lacrosse games. He also works in sales for Wright Medical, selling orthopedic hardware, dedicating about a quarter of his time, and is a golf club fitter for Acushnet Company for a few hours per week.

Employment History
Current Registrations
Silver Pine Capital, LLC
January 2022 - Present · 4 yrs 1 mo
Previous Registrations
Citizens Securities, INC.Broker
March 2020 - June 2021 · 1 yr 3 mos
Citizens Investment Services
March 2020 - June 2021 · 1 yr 3 mos
AXA Advisors, LLC
February 2017 - March 2020 · 3 yrs 1 mo
AXA Advisors, LLCBroker
June 2015 - March 2020 · 4 yrs 9 mos
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.