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Edward S Karan

Aspire Wealth Advisory Group, LLC

New York, NY

CRD 3274639

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Employer firm

Aspire Wealth Advisory Group, LLC CRD 338618

$6.17M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Aspire Wealth Advisory Group, Llc

1 Rockefeller Plaza Floor 23, New York, NY 10020 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-12-01
NY RA APPROVED 2025-11-25
  • TX RA
    APPROVED_RES
    Since 2025-12-01
  • NY RA
    APPROVED
    Since 2025-11-25

Branch Locations

1 Rockefeller Plaza Floor 23, New York, NY 10020 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Aspire Wealth Advisory Group, Llc New York NY 11/2025 Present
Unemployed Atlantic Beach NY 05/2025 11/2025
Citigroup Global Markets Inc. New York NY 05/2007 05/2025
Previous Registrations
  • 2007-05-29 → 2025-05-16
    Citigroup Global Markets Inc.
    New York, NY
    New York, NY
    New York, NY
    New York, NY
    Atlantic Beach, NY
    Atlantic Beach, NY
  • 2006-09-13 → 2007-05-29
    Citicorp Investment Services
    New York, NY
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-09-05
S63 Uniform Securities Agent State Law Examination 1999-11-22
  • S65 Uniform Investment Adviser Law Examination
    2006-09-05
  • S63 Uniform Securities Agent State Law Examination
    1999-11-22
Designations
  • Certified Financial Planner
Other Names
  • Edward Solomon Karan

View on SEC IAPD

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P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
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