EH
CFP
EH
CFP
Edward Huttick
36 Years of Experience
Bronx, NY
1 DisclosureBrokerSells Insurance
Edward Huttick is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Bronx, NY, with 36 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location
Bronx, NY
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Regulatory History (1)
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Regulatory
August 2001Final
Other Business ActivitiesSells Insurance
Edward is an insurance agent selling life, health, disability, annuities, and long-term care products since 2019. He is also an advisor for North Ridge Wealth Planning LLC, a financial services company, dedicating about 10-20% of his time to this role.
Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
February 2019 - Present · 7 yrs 3 mos
Previous Registrations
Cetera Advisor Networks LLC
March 2021 - June 2023 · 2 yrs 3 mos
North Ridge Securities CORP.Broker
January 2007 - February 2019 · 12 yrs 1 mo
Park Avenue Securities LLCBroker
August 2004 - February 2007 · 2 yrs 6 mos
Ws Griffith Securities, INC.Broker
June 1989 - June 2004 · 15 yrs
Home Life Insurance CompanyBroker
June 1989 - October 1992 · 3 yrs 4 mos
State Registrations3 states
CTNJNY
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.