Eric Joseph Edwards
Investment adviser representative at Cape Investment Advisory, Inc.
10 yearsExperience
13 statesRegistered in
$473.7MFirm assets
16 yearsFirm in business
Are you Eric Joseph Edwards? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- American Global Wealth ManagementJan 2023 to now
- Cape Investment Advisory, Inc.Feb 2020 to now
- Cape Securities, Inc.Feb 2020 to Dec 2022
- N/aOct 2019 to Feb 2020
- Cuna Brokerage Services, Inc.Jan 2018 to Oct 2019
- Cuna Mutual GroupJan 2018 to Oct 2019
- M&t Securities, Inc.Jan 2016 to Jan 2018
- Manufacturers & Traders Trust Company ("m&t Bank")Jan 2016 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 13 states (CO, DE, FL, GA, HI, MD, NC, OH, PA, SC, TX, VA, WV).
Cape Investment Advisory, Inc.
$473.7MAssets managed
1,013Clients
31Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6166096
- Firm CRD
- 146384