Edgar Brick
Edgar Brick is a registered investment advisor at Brick & Kyle Associates INC, based in Newtown, PA, with 52 years of industry experience. Edgar operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 331 clients with $430M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable on a per client basis.
Fee Estimator
Location
905 Mt. Eyre Rd., Newtown, PA, 18940
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2011Other Business Activities
Edgar is the President of Brick & Kyle Assoc, Inc. He also works as an investment advisor with Brick & Kyle Associates, dedicating nearly full-time hours to these activities.
Employment History
Current Registrations
Brick & Kyle Associates INC
Previous Registrations
Realta Equities, INC.Broker
Moors & Cabot, INC.Broker
Moors & Cabot Financial Advisors, LLCBroker
Moors & Cabot, INC.Broker
Melhado, Flynn & Associates, INC.Broker
Mercer Securities, LTD.Broker
Edward C. Rorer & CO., INC.Broker
Painewebber IncorporatedBroker
Paine, Webber, Jackson & Curtis IncorporatedBroker
Blyth Eastman Dillon & CO. IncorporatedBroker
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.