Edward Mally
Premier Wealth Advisors · New York, New York
Edward Mally is a fee-only financial advisor at Premier Wealth Advisors in New York, New York, who holds the CFA credential. Premier Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Premier Wealth Advisors |
|---|---|
| Based in | New York, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $555.1M across 741 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CT, NY · CRD 1721433 |
| Exams passed | Series 63 (1987) · Series 66 (2008) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.yourpremierwealth.com |
| Profile |
How Edward's firm compares
- Premier Wealth Advisors's average account is about $749,000, from its Form ADV (assets managed divided by 741 accounts).
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Questions about Edward
Is Edward Mally a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Edward holds no broker registration, and Premier Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Edward charge for financial advice?
Edward's firm, Premier Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Edward Mally based?
Edward Mally is based in New York, New York.
What credentials does Edward Mally hold?
Edward Mally holds the CFA credential.
Is Edward Mally registered with the SEC?
Yes. Edward Mally is registered as an investment adviser representative in CT and NY (CRD 1721433), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Premier Wealth Advisors manage?
Premier Wealth Advisors reports $555.1M across 741 accounts in assets under management.
How do I contact Edward Mally?
Through Edward's website, www.yourpremierwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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