Investment adviser representative · Edgewater Asset Management
Lynne M. Mallory
CRD 1508231 · Virgina Beach, VA
At a glance
Lynne M. Mallory is an investment adviser representative with Edgewater Asset Management in Virgina Beach, VA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Lynne’s SEC record dates to 2003, about 23 years ago. Designations on file: Chartered Financial Analyst.
Current advisory firm
- Edgewater Asset ManagementSince April 2003Virgina Beach, VA · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2003 (23 years)
- Designations
- Chartered Financial Analyst
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Lynne’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.