Edward Ward has been Managing Member/Chief Compliance Officer of Robinswood Financial since February 2007, is a control person of the firm and directly owns 75% or more of it.
Robinswood Financial LLC is a Kirkland, WA firm with $453M under management, 488 clients and 6 advisers in one office, as of its July 2026 filing.
Edward L. Ward is Principal / Financial Advisor of Robinswood Financial. He is CEO of both Robinswood & Co. and Robinswood Financial. He started in the industry with Dean Witter Reynolds in the commodities department and later worked on the floor of the Pacific Stock Exchange; before establishing Robinswood Financial he was an investment advisor with Merriman Capital Management.
Edward Ward’s longest registration is the current one, 19 years at Robinswood Financial since 2007. Before joining Robinswood Financial in 2007, Edward Ward was registered through Merriman Capital Management Inc.
- Robinswood FinancialCurrent– present · 19 yearsKirkland, WA · Adviser representative · Firm CRD 143417
- Merriman Capital Management Inc– · 6 yearsSeattle, WA · Adviser representative · Firm CRD 105717
Professional designations
Listed by Robinswood Financial
- Certified Fund Specialist (CFS)
Investment adviser representative registrations
Edward Ward is registered as an investment adviser representative in Washington, since March 2007.
- WashingtonSince 14 March 2007
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7 | General Securities Representative Examination | 22 July 1998 |
| Series 24 | General Securities Principal Examination | 8 October 1997 |
| Series 65 | Uniform Investment Adviser Law Examination | 15 May 1997 |
| Series 63 | Uniform Securities Agent State Law Examination | 10 February 1997 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 4 February 1997 |
- Name
- General Securities Representative Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Edward Lee Ward
- CRD
- 2848710
- Firm
- Robinswood Financial · CRD 143417
- Role
- Managing Member/Chief Compliance Officer
- Office
- 3425 CARILLON POINT, BUILDING 3000, 4TH FLOOR, Kirkland, WA 98033
- Registration
- Investment adviser registration
- In the industry since
- May 2000
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- robinswoodfinancial.com
Where does Edward Ward work?
Edward Ward has been Managing Member/Chief Compliance Officer of Robinswood Financial LLC since February 2007, and is a control person of the firm.
Is Edward Ward a financial advisor?
Yes. Edward Ward has a current investment-adviser registration in Washington, through Robinswood Financial since March 2007.
How many years of experience does Edward Ward have?
Edward Ward has 26 years in the financial industry, since May 2000, across 2 adviser firms.
What exams has Edward Ward passed?
Edward Ward has passed 5 licensing exams: the Series 6, Series 63, Series 65, Series 24 and Series 7. The earliest, the Series 6, was passed in February 1997.
Where did Edward Ward work before Robinswood Financial?
Before Robinswood Financial, Edward Ward was registered through Merriman Capital Management Inc, February 2000 to December 2006.
Where is Edward Ward based?
Edward Ward’s registered office is in Kirkland, WA.
Is Edward Ward registered with FINRA?
No. Edward Ward has no current broker registration.
How can I verify Edward Ward’s record?
Search CRD 2848710 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Edward Ward’s full registration record.