Ed Crary

Ed has over thirty years experience developing, refining, and validating intermediate- term pattern and active money management programs. From 1992-2013, Ed held multiple securities licenses (see below). In 2003, he completely transitioned to a Registered Investment Advisor, fee-based only risk-management model.

From 1997 to 2013, Ed served as Senior Adviser and Adviser Representative for the Registered Investment Adviser that co-founded and managed the 457 Deferred Compensation Plans for five States: Montana, Idaho, Minnesota, Wyoming and Hawaii. During his 30-year+ career, Ed has never received a customer complaint nor been the subject of a financial investigation by any regulatory agency. Including, the Securities Exchange Commission (S.E.C.), State Securities Divisions, or FINRA.

In 2008, Ed filed a dispute with FINRA regarding their failure to notify him to participate as a witness in a non-financial, administrative hearing. That dispute led to a barring. After managing client accounts under the regulation of the S.E.C./State Securities Divisions to 2013, Ed elected not to renew his Investment Advisor Law license to focus as a risk-managed stock market signal provider to Registered Investment Adviser and Wealth Management firms.

Ed has held multiple executive management positions. Including, Chief Compliance Officer, NASDAQ Market Maker, Head Trader, and Vice President and Branch Manager of FINRA member firms. In 2016, Ed co-founded a S.E.C. Registered Investment Adviser firm. In 2017, Ed co-founded a S.E.C. risk-managed mutual fund.

Ed has a Masters of Business Administration, and a Bachelor of Science in Business Management. He held the following securities licenses: The Uniform Investment Advisor Law Exam Series 66, General Securities Principal Series 24, General Securities Registered Representative Series 7, and State Securities Registered Representative Series 63.