EC
EC

Edward Coyne

31 Years of Experience
Broker

Edward Coyne is a registered investment advisor at Sprott Asset Management USA INC., based in Lake Wales, FL, with 31 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2,613 clients with $4.6B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
22 advisors
Number of Clients
2,613 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$4.6B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are subject to negotiation at the sole discretion of SAM USA and will typically vary according to several factors, such as: the type of client; the discretionary authority granted to the Adviser; the total assets under management; and other business considerations.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

212 East Stewart Avenue, Floor Two, Lake Wales, FL, 33853

Get directions

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.

Learn about disclosures →
Other Business Activities

Edward is a Senior Managing Director, National Sales for Sprott Asset Management LP since January 2016, dedicating nearly full-time hours to this role. He also serves as Senior Managing Director, Global Sales for Sprott Asset Management USA, Inc. since February 2016, providing investment advisory services.

Employment History
Current Registrations
Sprott Asset Management USA INC.
February 2016 - Present · 10 yrs 2 mos
Sprott Global Resource Investments LTDBroker
January 2016 - Present · 10 yrs 3 mos
Previous Registrations
Royce Fund Services, INC.Broker
June 1997 - January 2016 · 18 yrs 7 mos
Zweig Securities CORP.Broker
January 1996 - June 1997 · 1 yr 5 mos
Neuberger & Berman Management IncorporatedBroker
September 1995 - January 1996 · 4 mos
Reich & Tang Distributors L.P.Broker
November 1994 - September 1995 · 10 mos
State Registrations3 states
CTFLNY
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.