Edward Longstrom has been an investment adviser representative at TRG Capital Management since August 2023, and is not listed among the firm’s executive officers or direct owners.
TRG Capital Management Incorporated is a Raleigh, NC firm with $118M under management, 131 clients and 4 advisers across 3 offices, as of its August 2026 filing.
- TRG Capital Management, Inc.Current– present · 3 yearsGreer, SC · Adviser representative · Firm CRD 146674
Investment adviser representative registrations
Edward Longstrom is registered as an investment adviser representative in 2 states. The first approvals date from August 2023; the most recent is New York, in January 2024.
- New YorkSince 8 January 2024
- South CarolinaSince 14 August 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 31 October 2014 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 7698798
- Firm
- TRG Capital Management · CRD 146674
- Office
- Greer, SC
- Registration
- Investment adviser registration
- In the industry since
- August 2023
- Disciplinary history
- Not yet shown here · SEC record
Where does Edward Longstrom work?
Edward Longstrom is an investment adviser representative registered through TRG Capital Management Incorporated since August 2023, and is not listed among the firm’s executive officers or direct owners.
Is Edward Longstrom a financial advisor?
Yes. Edward Longstrom has a current investment-adviser registration in New York and South Carolina, through TRG Capital Management since August 2023.
How many years of experience does Edward Longstrom have?
Edward Longstrom has 3 years in the financial industry, since August 2023, across 1 adviser firm.
What exams has Edward Longstrom passed?
Edward Longstrom passed the Series 65 in October 2014.
Where is Edward Longstrom based?
Edward Longstrom’s registered office is in Greer, SC.
Is Edward Longstrom registered with FINRA?
No. Edward Longstrom has no current broker registration.
How can I verify Edward Longstrom’s record?
Search CRD 7698798 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Edward Longstrom’s full registration record.
