Ryan
Babeuf

Edge Wealth Management, LLC

CRD#7296124
Investment Advisor
in Havertown, PA

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About this Advisor

Ryan Babeuf is a financial advisor based in Havertown, Pennsylvania, working with Edge Wealth Management, LLC. Ryan has previously held a position at Edge Wealth Management and has passed the Series 65 regulatory exam. Ryan is registered to provide services in New York and Pennsylvania. Currently, Ryan is part of Edge Wealth Management, LLC, which operates out of Havertown, Pennsylvania. The firm has 3 offices and 8 employees. The firm manages assets totaling $748.7 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Edge Wealth Management, LLC includes asset-based fees.

Certifications and Registrations

Series 65, Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

Havertown, PA

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Edge Wealth Management, LLC Brokerage Details

Total Assets Under Management

$748,694,050

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

8

PA Average: 88
Total Number of Accounts

460

PA Average: 3,892
Average Account Size

$1,627,596

PA 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

Ryan Babeuf Work History

2007 - Present (17 years)

Edge Wealth Management

Disclosures

Please visit the SEC profile of Ryan Babeuf 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 Edge Wealth Management, LLC

John Marx
New York, NY
Donald Bond
New York, NY
Ryan Babeuf
Havertown, PA
Matthew Weinberg
New York, NY
Benjamin Weinberg
New York, NY

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