TrueAdvisor
TrueAdvisor
ME
ME

Mark Daniel Edwards

Homestead Advisers CORP.
6 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement Planning
Homestead Advisers CORP.
Compensation
Fee-Only (AUM)
Firm Size
11 advisors
Number of Clients
2 clients
Average Client Portfolio
$3.9B average
Assets Under Management
$7.7B

Fee Structure

Minimum Investment:$5M

Location

4301 Wilson Blvd., Arlington, VA, 22203-1860

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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
Homestead Advisers CORP.
August 2021 - Present · 4 yrs 6 mos
Homestead Financial Services CORP.
February 2020 - Present · 6 yrs
Homestead Financial Services CORP.Broker
February 2020 - Present · 6 yrs
Previous Registrations
Re Advisers Corporation
June 2014 - December 2014 · 6 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.