Premier Wealth Advisors, LLC

Investment Advisor
in New York, NY

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About this Advisor

Edward Mally is a chartered financial analyst working in New York, New York who has 1 year of relevant experience. Mally is an advisor for Premier Wealth Advisors, LLC. Mally has gained experience at Imperial Capital, LLC, Imperial Capital Asset Management, Imperial Capital (International) Llp, Premier Wealth Advisors, LLC and New Creek Capital Advisors, LLC. Mally has Series 63 and Series 66 licenses, certifying them as a securities representative, and is approved to work in Connecticut and New York. Premier Wealth Advisors, LLC is an advisory company headquartered in New York, NY. The investment advisory business has a total of 10 advisors. It controls $343 million in total assets among its 594 client accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 594 customer accounts, 66% are held by high-net-worth individuals who have more than $1 million in assets. Premier Wealth Advisors, LLC has a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fees largely vary depending on the type of services. Fees charged by Premier Wealth Advisors, LLC can be comprised of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66, Chartered Financial Analyst

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1411 Broadway 16Th Floor
New York, NY 10018

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Premier Wealth Advisors, LLC Brokerage Details

Total Assets Under Management


NY Average: $7,464,549,021
Total Number of Employees


NY Average: 88
Total Number of Accounts


NY Average: 3,892
Average Account Size


NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Edward Mally Work History

Edward has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Premier Wealth Advisors, LLC

2020 - 2021 (1 year)

New Creek Capital Advisors, LLC

2015 - 2020 (5 years)

Imperial Capital (International) Llp

2008 - 2020 (12 years)

Imperial Capital, LLC

2008 - 2020 (12 years)

Imperial Capital Asset Management

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of Edward Mally 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 Premier Wealth Advisors, LLC

Gregory Rickens
New York, NY
Edward Mally
New York, NY
Debra Burnham
New York, NY

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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