Edwin
Sze
United Capital Financial Advisors
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About this Advisor
Edwin Sze is a financial advisor based in New York, New York, working with United Capital Financial Advisors. Edwin has previously held positions at Goldman Sachs Singapore, United Capital Financial Advisors, LLC, Cve Holdings LLC, New York University - Leonard N. Stern School Of Business, Goldman Sachs Hong Kong, Jb Capstone Enterprises, and Goldman Sachs. Edwin has passed the Series 66 regulatory exam and is registered to provide services in New York. Currently, Edwin is part of United Capital Financial Advisors, which operates out of New York, New York. The firm has 47 offices and 288 employees. The firm manages assets totaling $17.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at United Capital Financial Advisors includes asset-based, hourly, and fixed fees.
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United Capital Financial Advisors Brokerage Details
$17,693,379,042
288
49,991
$353,931
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Edwin Sze Work History
United Capital Financial Advisors, LLC
Goldman Sachs
Goldman Sachs Singapore
Cve Holdings LLC
Goldman Sachs Hong Kong
Jb Capstone Enterprises
New York University - Leonard N. Stern School Of Business
Cve Holdings LLC
Disclosures
Please visit the SEC profile of Edwin Sze 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 United Capital Financial Advisors
Holyoke, MA
Scottsdale, AZ
Carlsbad, CA
Spring, TX
Newport Beach, CA
Indianapolis, IN
Scottsdale, AZ
Spring, TX
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