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Edward Wylam

Wells Fargo Advisors
31 Years of Experience
Orlando, FL
4 DisclosuresBroker
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Edward Wylam is a registered investment advisor at Wells Fargo Advisors, based in Orlando, FL, with 31 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 Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Wells Fargo Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

View Full SEC Brochure

Location

800 N Magnolia Ave Ste 1401, Orlando, FL, 32803

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History

Regulatory History (4)
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.
Customer Dispute
November 2016
Denied
Customer Dispute
November 2015
Settled
Customer Dispute
February 2008
Settled
Customer Dispute
May 2007
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Edward is a trustee for his mother's trust since 2020 and a personal representative for his stepfather since 2023. Both activities are investment-related and require minimal time.

Employment History
Current Registrations
Wells Fargo Advisors
January 2008 - Present · 18 yrs 9 mos
Wells Fargo Clearing Services, LLC
January 2008 - Present · 18 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
January 2008 - Present · 18 yrs 9 mos
Previous Registrations
A. G. Edwards & Sons, INC.Broker
October 2000 - January 2008 · 7 yrs 3 mos
A. G. Edwards & Sons, INC.
October 2000 - January 2008 · 7 yrs 3 mos
Robert W. Baird & CO. IncorporatedBroker
October 1998 - September 2000 · 1 yr 11 mos
Shearson Lehman Hutton INC.Broker
November 1989 - January 1990 · 2 mos
Painewebber IncorporatedBroker
July 1987 - December 1989 · 2 yrs 5 mos
Dean Witter Reynolds INC.Broker
January 1986 - July 1987 · 1 yr 6 mos
State Registrations12 states
CADEFLGAMDNCNYORPATNTXWA
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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