Shane Edmond is a CFA-designated registered investment advisor, based in West Caldwell, NJ, with 7 years of industry experience.
Location
West Caldwell, NJ
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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 ActivitiesSells Insurance
Shane is licensed to sell fixed insurance products and spends a few hours per week on this activity. He also provides business development for STRAD Software and has been registered as an Investment Advisor Representative with Bolton Global Asset Management since 2018.
Employment History
Current Registrations
Bolton Global Capital
Bolton Global CapitalBroker
Bolton Global Asset Management
State Registrations24 states
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