Edward Giese
Advisor at Promethium
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Edward Giese is a financial advisor at Promethium Advisors, LLC with 14 years of industry experience. He holds a Series 65 designation and has previously worked at Sargent Investment Group LLC and United Capital Financial Advisors. Promethium Advisors, LLC is an SEC-registered investment adviser serving both individual and institutional clients, including high-net-worth individuals. The firm employs a combination of active and passive investment strategies, tactical asset allocation, and third-party manager oversight to construct diversified portfolios tailored to client objectives.
Expertise
Based on Promethium
Active portfolio management
Options & derivatives strategies
Private / alternative investments
Fee options
Fixed fees may be charged for financial planning and consulting services
up to 1% annually, may be flat or tiered depending on client
Minimum fee: May include a minimum annual fee; specific amount not stated Fee-only: Fees based on assets under management or fixed fees; financial planning and consulting fees also offered on a fee basis
Location
7272 Wisconsin Ave, 10 105
Bethesda, MD 20814
Most active in
Edward G has reported serving >5 clients in these states in the last 12 months.
Maryland
Work history
Promethium Advisors, LLC
2024 - Present (2 years)
Sargent Investment Group LLC
2020 - 2024 (4 years)
United Capital Financial Advisors
2011 - 2020 (9 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Alexandria, VA
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McQuade, Kathleen Mary
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