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Edward Folisi

Raymond James & Associates, INC.
40 Years of Experience
Edina, MN
1 DisclosureBroker
View SEC Summary
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Edward Folisi is a registered investment advisor at Raymond James & Associates, INC., based in Edina, MN, with 40 years of industry experience. Edward is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 531,617 clients with $500B in assets under management.

Raymond James & Associates, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5819 advisors
Number of Clients
531,617 clients
Average Client Portfolio
$942K average
Assets Under Management
$501.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Fees are not to exceed an annual rate of 2.25% of the value of assets on which investment consulting services are provided. Specific fee schedules for wrap fee programs and managed accounts are detailed in the separate Wrap Fee Program Brochure.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3600 Minnesota Drive, Suite 790, Edina, MN, 55435

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
May 2011
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Edward coaches young men in baseball at Hit Dawg Academy, teaching them skills and occasionally managing teams. He also officiates volleyball for the Metro Volleyball Association since July 2024.

Employment History
Current Registrations
Raymond James & Associates, INC.
April 2026 - Present · 6 mos
Raymond James & Associates, INC.Broker
April 2026 - Present · 6 mos
Previous Registrations
UBS Financial Services INC.
September 2012 - April 2026 · 13 yrs 7 mos
UBS Financial Services INC.Broker
November 2011 - April 2026 · 14 yrs 5 mos
Wells Fargo Advisors, LLC
January 2011 - November 2011 · 10 mos
Wells Fargo Advisors, LLCBroker
January 2011 - November 2011 · 10 mos
Wells Fargo Investments, LLC
June 2004 - January 2011 · 6 yrs 7 mos
Wells Fargo Investments, LLCBroker
September 2001 - January 2011 · 9 yrs 4 mos
Morgan Stanley Dw INC.Broker
February 1990 - September 2001 · 11 yrs 7 mos
Iri Securities CorporationBroker
October 1985 - May 1989 · 3 yrs 7 mos
State Registrations23 states
AZCACOFLIDILKSMAMIMNMTNCNJNVOHORSCTNTXUTVAWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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