Edward
Giese
Promethium
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About this Advisor
Edward Giese is a financial advisor based in Bethesda, Maryland, working with Promethium. Edward has previously held positions at United Capital Financial Advisors, Sargent Investment Group LLC, and Promethium Advisors, LLC. Edward has passed the Series 65 regulatory exam and is registered to provide services in Maryland. Currently, Edward is part of Promethium, which operates out of Bethesda, Maryland. The firm has 3 employees and manages assets totaling $281.9 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Promethium includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Promethium Brokerage Details
$281,941,841
3
201
$1,402,696
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Edward Giese Work History
Promethium Advisors, LLC
Sargent Investment Group LLC
United Capital Financial Advisors
Disclosures
Please visit the SEC profile of Edward Giese to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Promethium
Bethesda, MD
Bethesda, MD
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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