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Lynne Myers Mallory

Edgewater Asset Management

Virgina Beach, VA

CRD 1508231

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Employer firm

Edgewater Asset Management CRD 116948

$42.2M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • CONSULTING SERVICES

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

Current Employers
Edgewater Asset Management

5244 Shenstone Circle Suite 200, Virginia Beach, VA 23455-3214 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2003-04-09
  • VA RA
    APPROVED
    Since 2003-04-09

Branch Locations

5244 Shenstone Circle Suite 200, Virgina Beach, VA 23455 • 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
#Ia Edgewater Asset Management Virginia Beach VA 04/1991 Present
  • 04/1991 → Present
    #Ia Edgewater Asset Management
    Virginia Beach, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-05-03
S63 Uniform Securities Agent State Law Examination 1992-01-16
  • S65 Uniform Investment Adviser Law Examination
    1996-05-03
  • S63 Uniform Securities Agent State Law Examination
    1992-01-16
Designations
  • Chartered Financial Analyst
Other Names
  • Lynne Mallory
  • Lynne Mallory Winter

View on SEC IAPD

Nearby Firms

OCTOBER EFFECT LTD.
EDWARD JONES
GRADIENT ADVISORS, LLC

Nearby Investors

STEVEN EUGENE WINTER
NEELY KATHLEEN ELSTRODT
Brooke Elyse Walthall

Nearby Offices

EDGEWATER ASSET MANAGEMENT · VIRGINIA BEACH, VA
OCTOBER EFFECT LTD. · Virginia Beach, VA
EDWARD JONES · VIRGINIA BEACH, VA

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