Chief Compliance Officer and Managing Member · Aspire Wealth Advisory Group, LLC
Edward S Karan
CRD 3274639 · Named on Form ADV at one SEC-registered adviser
At a glance
Aspire Wealth Advisory Group, LLC, an SEC-registered wealth manager based in New York, NY with $6 million in regulatory assets, lists Edward S Karan on its Form ADV as Chief Compliance Officer and Managing Member, a control person.
Firms and roles
- Aspire Wealth Advisory Group, LLCChief Compliance Officer and Managing MemberWealth manager · New York, NY · $6M in regulatory assets
AtlasMembers
Edward’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Edward’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.