• Menu
  • Skip to right header navigation
  • Skip to main content
  • Skip to footer

Before Header

Call us to schedule a consultation today   (646) 981-8034     Connect with Essential Edge

  • LinkedIn

Essential Edge Compliance Outsourcing Services, LLC

  • Why We Are Different
  • How We Help
  • About Us
    • Meet Our Team
    • Meet Our Consultants
    • Meet Our Advisory Board
    • Strategic Partners
  • Essential Edge in the News
  • Contact Us
  • Why We Are Different
  • How We Help
  • About Us
    • Meet Our Team
    • Meet Our Consultants
    • Meet Our Advisory Board
    • Strategic Partners
  • Essential Edge in the News
  • Contact Us

Mobile Menu

  • Why We Are Different
  • How We Help
  • About Us
    • Management Team
    • Key Consultants
    • Board of Advisors
  • Guidance
  • Essential Edge in the News
  • Contact Us

Contact us to discuss
how we can help you.

Beth C. Barak
(646) 981-8034
beth@eefirms.com
Sander J. Ressler
(303) 594-8237
sander@eefirms.com
  • LinkedIn

Board of Advisors

Larry Roth

Managing Partner RLR Strategic Partners

Alex David

Director Northeast Independent Contractor Division Raymond James

Ryan Stevenson

Founding Sales Lead
Hadrius

Joseph Kuo

Founder and CEO Haven Tower

Miriam Lefkowitz

Principal Miriam Lefkowitz, LLC Coda Advisory Group LLC

Jeff Nash

Co-Founder and CEO Bridgemark Strategies

Footer

Essential Edge

  • Why We Are Different
  • How We Help
  • About Us
    • Management Team
    • Key Consultants
    • Board of Advisors
  • Guidance
  • Essential Edge in the News
  • Contact Us

Partners

Our Office

Essential Edge Compliance Outsourcing Services, LLC
Santa Fe County, New Mexico
(646) 981 - 8034
(303) 594 - 8237

Site Footer

AML | Branch Exams | Broker-Dealer Consulting | Data Remediation | Email and Advertising Rule | Independent Testing | FINRA Rule 3310, 3130 and 3120 | Mock Regulatory Exams | RegBI Reviews | Risk Testing | Sales Supervision | SEC Rule 206(4)-7 | SEC and FINRA Exam Support | Temp Compliance Staffing

Copyright © 2025 Essential Edge Compliance Outsourcing Services, LLC · All Rights Reserved