Emerson Heath Edwards
Investment adviser representative at Cynosure Portfolio Advisors LLC
11 yearsExperience
1 stateRegistered in
$5.8MFirm assets
1 yearFirm 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
Experience
11 years in the industry.
- Cynosure Portfolio Advisors LLCJul 2025 to now
- Brigham Young UniversityJun 2021 to Jun 2025
- Mission for the Church of Jesus Christ of Latter-day-saintsJun 2019 to May 2021
- A.C. Flora High SchoolAug 2015 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (UT).
Cynosure Portfolio Advisors LLC
$5.8MAssets managed
48Clients
6Advisers
1 yearIn 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
- 8184588
- Firm CRD
- 337747