Edwin Sze
Investment adviser representative at United Capital Financial Advisors
13 yearsExperience
1 stateRegistered in
$24.6BFirm assets
21 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
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
13 years in the industry.
- United Capital Financial Advisors, LLCNov 2023 to now
- Goldman SachsMar 2020 to Nov 2023
- Goldman Sachs SingaporeJul 2017 to Mar 2020
- Cve Holdings LLCSep 2016 to May 2017
- New York University - Leonard N. Stern School of BusinessSep 2013 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (NY).
United Capital Financial Advisors
Legal name: United Capital Financial Advisors, LLC
$24.6BAssets managed
25,510Clients
165Advisers
21 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
- 7414444
- Firm CRD
- 134600