Edward Condon is a registered investment advisor at Regatta Advisors, based in Port Washington, NY, with 19 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.75% |
| $5.0M - $15.0M | 1.25% |
| $15.0M - $25.0M | 1.00% |
| $25.0M - $50.0M | 0.75% |
| $50M+ | 0.50% |
Effective subadvisory fees paid will often be less than the stated rate as most strategies will distribute a portion of their assets during the term of the portfolio.
Fee Estimator
Location
Port Washington, NY
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Edward is a portfolio manager at Alden Investment Group, LLC since 2024, focusing on structured GRATs. He is also the owner and founder of NY State Affiliation since 2013, where he is involved in solicitation and promotion of structured note SMA strategies, operations consulting and analytics software.
Employment History
Current Registrations
Regatta Advisors
Previous Registrations
Alden Capital
Halo Investment Services, LLC
Sentinus, LLC
Halo Securities, LLCBroker
Bluestone Capital Management, LLC
Mcg Securities LLCBroker
Financial Products, LLCBroker
Credit Suisse Securities (USA) LLCBroker
Sound Securities, LLCBroker
Morgan Stanley & CO. IncorporatedBroker
Sound Securities, LLCBroker
Rochdale Securities LLCBroker
State Registrations1 state
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.