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Edward H Lamade

Investment Adviser Representative at Sargent Investment Group

Bethesda, MDCRD #5038179Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Edward H. Lamade is an investment adviser representative with Sargent Investment Group in Bethesda, MD, where they have been registered since 2026, the year they entered the securities industry. They have passed 3 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Maryland.

Office

4920 Elm Street, Suite 305
Bethesda, MD 20814

Advisors at this office: 14

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Maryland

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 5/6/2026
Series 63
Uniform Securities Agent State Law Examination
Passed 4/16/2007
Series 7
General Securities Representative Examination
Passed 4/2/2007

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Sargent Investment GroupCurrent
5/19/2026 – Bethesda, MD

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Brown Advisory, LLC.
    May 2013 – Sep 2018Baltimore, MD
  2. Carnegie Institution for Science
    Sep 2018 – Feb 2026Washington, DC., DC
  3. Sargent Investment Group, LLC.
    Feb 2026 – no end date reportedBethesda, MD

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Sargent Investment Group

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee
Firm account minimum
$2,000,000 (waivable)
Estimated blended rate
0.01
Firm's annual rate schedule by assets
  • Standard maximum fee1.00%
  • Maximum fee when $2M minimum waived1.25%

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Pooled Investment VehiclesPension ConsultingSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthCharitable OrganizationsCorporations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
14
Offices listed on AdvisorFinder:
1
Main office:
Bethesda, MD
SEC file number:
801-113542

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of May 26, 2026

View full firm profile

Other advisors at Sargent Investment Group

Showing 12 of 14 in the directory

View Sargent Investment Group firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Edward H Lamade has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Edward H Lamade (Sargent Investment Group) - Advisor Profile