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Edward Marshall Giese

Promethium

Bethesda, MD

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Current Employers
Promethium

7272 Wisconsin Ave 10-105, Bethesda, MD 20814 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2024-02-09
  • MD RA
    APPROVED
    Since 2024-02-09

Branch Locations

7272 Wisconsin Ave 10-105, Bethesda, MD 20814 • 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
United Capital Financial Advisors Bethesda MD 04/2011 09/2020
Sargent Investment Group Llc Bethesda MD 09/2020 02/2024
Promethium Advisors, Llc Bethesda MD 02/2024 Present
  • 04/2011 → 09/2020
    United Capital Financial Advisors
    Bethesda, MD
  • 09/2020 → 02/2024
    Sargent Investment Group Llc
    Bethesda, MD
  • 02/2024 → Present
    Promethium Advisors, Llc
    Bethesda, MD
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-08-02
  • S65 Uniform Investment Adviser Law Examination
    2011-08-02
Other Names
  • Ed Giese
  • Edward Giese

View on SEC IAPD

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Other Offices

LGG FINANCIAL · BETHESDA, MD
BLUE SPARROW FUNDS GP LLC · BETHESDA, MD
KALAMATA ASSET MANAGEMENT LLC · BETHESDA, MD
GLASSY MOUNTAIN ADVISORS, INC. · BETHESDA, MD
NOORDZEE CAPITAL LLC · BETHESDA, MD
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · BETHESDA, MD
HIGHTOWER ADVISORS, LLC · BETHESDA, MD
GOLDEN WEALTH STRATEGIES · Bethesda, MD

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