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Edward Joseph Cwalina

Investment Adviser Representative at HORSE COVE PARTNERS LLC

Center Valley, PACRD #1123493Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
42 yrs
States Registered
1 states
Exams Passed
6

Professional summary

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

Edward Joseph Cwalina has worked in the securities industry since 1984. They have passed the Series 65, 63, 26, 7, and 6 examinations. They are registered to provide investment advisory services in Pennsylvania.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Pennsylvania
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 12/31/1999
Series 63
Uniform Securities Agent State Law Examination
Passed 2/21/1985
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 4/17/2000
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 4/16/1983
Series 26
Investment Company Products/Variable Contracts Principal Examination
Passed 3/23/1992

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.025
Account minimum: $25,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Horse COVE Partners LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

HORSE COVE PARTNERS LLCCurrent
5/17/2024Center Valley, PA
TRUIST ADVISORY SERVICES, INC.
2/17/20212/26/2024Allentown, PA
BB&T SECURITIES, LLC
1/25/20212/17/2021Richmond, VA
HORSE COVE PARTNERS LLC
9/11/20202/1/2021Center Valley, PA
BB&T SECURITIES, LLC
1/2/20182/18/2020Allentown, PA
BB&T INVESTMENT SERVICES, INC.
7/13/20161/2/2018Allentown, PA
CETERA INVESTMENT ADVISERS LLC
1/21/20147/12/2016Allentown, PA
CETERA INVESTMENT SERVICES LLC
11/1/20071/21/2014Allentown, PA
PRIMEVEST FINANCIAL SERVICES, INC.
5/8/20021/21/2005Allentown, PA

Official records & sources

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

Other advisors at HORSE COVE PARTNERS LLC

6 other advisors in the directory

View HORSE COVE PARTNERS LLC firm profile
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 Joseph Cwalina 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.

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Edward Joseph Cwalina - Financial Advisor in Center Valley, PA | AdvisorFinder