Financial advisor
Edward Duffy
Now at Cetera · Lexington Financial · Braintree, MA
Registered as EDWARD JOHN DUFFY · Edward John Duffy
Transactions 1
Every recorded transaction this advisor took part in, newest first.
| Transaction | From | To | Pattern | Announced | Reported Assets |
|---|---|---|---|---|---|
| Lexington Financial | Commonwealth | Cetera | Lateral | July 7, 2026 | $608M |
Registration history
Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.
| Firm | Channel | From | To |
|---|---|---|---|
| CETERA INVESTMENT ADVISERS LLC | Investment adviser | May 13, 2026 | Current |
| CETERA WEALTH SERVICES, LLC | Broker-dealer | April 30, 2026 | Current |
| LEXINGTON FINANCIAL PLANNING GROUP | Investment adviser | May 2, 2005 | January 7, 2008 |
| COMMONWEALTH FINANCIAL NETWORK | Investment adviser | April 11, 2001 | May 1, 2026 |
| COMMONWEALTH FINANCIAL NETWORK | Broker-dealer | July 28, 1993 | May 1, 2026 |
| G.R. STUART & COMPANY, INC. | Broker-dealer | March 16, 1993 | July 29, 1993 |
| FINANCIAL SECURITIES NETWORK,INC. | Broker-dealer | January 1, 1990 | March 16, 1993 |
| INVESTACORP, INC. | Broker-dealer | July 20, 1987 | January 1, 1990 |
| INTEGRATED RESOURCES EQUITY CORPORATION | Broker-dealer | December 6, 1985 | July 31, 1987 |
| FINANCIAL CONSULTANTS, INC. | Broker-dealer | January 23, 1985 | December 5, 1985 |
| SECURITY FIRST FINANCIAL, INC. | Broker-dealer | July 23, 1982 | December 14, 1984 |
Published record as of October 31, 2026. Registration dates are FINRA BrokerCheck and SEC IAPD registrations at the destination, not proof that client assets transferred. See the methodology.