EDWIN SZE is an investment adviser representative (IAR) with state registration records since 2023, appearing at 2 firms. Currently registered with UNITED CAPITAL FINANCIAL ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2024-03-28 | present | Yes |
| GOLDMAN SACHS WEALTH SERVICES, L.P. | 2023-02-14 | 2023-11-16 | — |