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Edward S. Tuvin
TUVIN & TUVIN, LTD.
Bethesda, MD
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CRD#: 4571217
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Professional summary
Edward Scott Tuvin is a registered financial advisor currently at TUVIN & TUVIN, LTD. located in Bethesda, Maryland.
Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Edward has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Tuvin Family Partnership, not investment related, 7420 Westlake Terrace, Bethesda, MD 20817, private family partnership we used to own a dental practice, managing partner, 7/21/1993, maybe 1 hour, managing partner Inclusive Finance, not investment related, 7420 Westlake Terrace, Bethesda, MD 20817, mortgage broker, we assist clients with obtaining loans for their businesses, 6/21/2019, maybe 1 hour, CEO Excluding employee of FSC First with is a non-profit and not investment related activity
CRS (Client Relationship Summary) - RIA
Click below to view Edward Scott Tuvin's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
February 22, 2022 - Present
TUVIN & TUVIN, LTD.
RIA
CRD#: 122255
Bethesda, MD
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Maryland(2/22/2022)
Exams
Current Firm
T&
TUVIN & TUVIN, LTD.
TUVIN & TUVIN, LTD.
CRD#: 122255 / SEC#:
Maryland
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Contact information
Main Address
Bethesda, MD
Mailing Address
Phone number
(301) 767-5942
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 1 |
| AUM (Assets Under Management) | $ 65,000 |
Red Flags
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