Mark Daniel Edwards

Financial advisor at Homestead Advisers Corp

Last updated 2026-10-10

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Mark Daniel Edwards is a financial advisor at Homestead Advisers Corp, CRD 1073643. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2014-06-23.

Registration

CRD number
1073643
Registration status
Active
IAPD registration
2014-06-23
Industry Experience
12 years
Work Experience
10 years
States registered
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, OH, OK, OR, PA, PR, RI, SC, SD, TX, UT, VA, VI, VT, WA, WI, WV, WY

Licenses and exams

  • Series 63
  • Series 65

Work history

  • 2019-09 to 2020-07 · Re Advisers Corporation · Arlington, VA
  • 2015-12 to 2017-09 · Nreca · Arlington, VA
  • 2017-09 to 2019-01 · Nreca · Arlington, VA
  • 2019-01 to 2019-08 · Nreca · Arlington, VA
  • 2019-09 to Present · Re Investment Corporation · Arlington, VA
  • 2020-07 to 2022-04 · Re Advisers Corporation · Arlington, VA
  • 2022-04 to 2023-12 · Re Advisers Corporation · Arlington, VA
  • 2024-01 to Present · Homestead Advisers Corp. · Arlington, VA

Current employment

SEC IAPD record for Mark Daniel Edwards

Homestead Advisers Corp

Regulatory AUM
$7,450,093,556
Registered advisors
11
Offices
7
Clients per advisor
0.7 (Low)
Average AUM per client
$931.3M (Very high)
High-net-worth client ratio
0.0% (Low)

Homestead Advisers Corp: advisors, services and reported ETF investments

About

Mark Daniel Edwards is a financial advisor at Homestead Advisers Corp.. Reported securities licenses include Series 63 and Series 65. The latest record indicates 12 years of industry experience and 10 years of reported work history.

Homestead Advisers Corp's firm-level Form ADV reports 11 advisors across 7 offices; approximately 0.7 clients per advisor, average assets per client of $931,261,695, and regulatory AUM of $7.5B; client categories including Investment companies, Pension and profit-sharing plans, Corporations or other businesses, and Other; services including Financial Planning Services, Portfolio Management: Investment Companies, and Portfolio Management: Businesses or Institutional Clients.

PortfolioFuture's firm-level 13F analysis covers $97.3M across 1 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Mark Daniel Edwards personally.

Reported ETF positions

Homestead Advisers reports 1 ETF positions worth $97.3M on Form 13F; the largest are listed.

Largest ETF positions reported by Homestead Advisers
FundReported value
EMXC — iShares MSCI Emerging Markets ex China ETF$97.3M

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

What this firm offers

Filed by Homestead Advisers Corp on Form ADV.

Client services

  • Financial Planning Services
  • Investment Companies
  • Businesses or Institutional Clients

Fee options

  • Percentage of Assets Under Management
  • Other

Business and affiliations

  • Other Financial Product Salesperson
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea

Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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