Edward Lu

Financial advisor at Blackfield Capital Management LLC · Rockville, MD

Last updated 2026-10-10

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Edward Lu is a financial advisor at Blackfield Capital Management LLC in Rockville, MD, CRD 2660763. Licenses and exams on the registration: Series 63, Series 66. IAPD registration began 2023-11-22.

Registration

CRD number
2660763
Registration status
Active
IAPD registration
2023-11-22
Industry Experience
2 years
Work Experience
10 years
States registered
CA, MD

Licenses and exams

  • Series 63
  • Series 66

Work history

  • 2023-10 to 2024-04 · Morgan Stanley · Potomac, MD
  • 2022-06 to 2022-12 · Cambrian Asset Management · Mill Valley, CA
  • 2018-11 to 2022-06 · Dnart Inc. · Burlingame, CA
  • 2018-08 to 2018-12 · Leprix · Arlington, VA
  • 2016-08 to 2016-11 · Crowdstar · Burlingame, CA
  • 2016-11 to 2018-08 · Unemployed · Las Vegas, NV
  • 2022-12 to 2023-10 · Unemployed · Rockville, MD
  • 2024-04 to Present · Blackfield Capital Management LLC · Rockville, MD

Current employment

  • Blackfield Capital Management LLC · Rockville, MD

SEC IAPD record for Edward Lu

About

Edward Lu is a financial advisor at Blackfield Capital Management LLC in Rockville, MD. Reported securities licenses include Series 63 and Series 66. The latest record indicates 2 years of industry experience and 10 years of reported work history. Reported roles include Morgan Stanley, Unemployed, Cambrian Asset Management, Dnart Inc., among others.

SEC disclosures list additional business and community activities: The Name Of The Other Business; Licensed Insurance Agent Whether The Business Is Investment-Related; Yes The Address Of The Other Business; 1451 Rockville Pike.

Location

1451 Rockville Pike, Rockville, MD 20852

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Official record

View the official SEC IAPD record

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