EV
EV
Edward Venezia
35 Years of Experience
Boca Raton, FL
5 DisclosuresBroker
Edward Venezia is a registered investment advisor at Wells Fargo Advisors, based in Boca Raton, FL, with 35 years of industry experience. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,327,695 clients with $610B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14703 advisors
IM Fee
Planning only
Assets Under Management
$606.0B
Fee Structure
Minimum Investment:$250K
- Cash Flow Analysis — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Education Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Retirement Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Risk Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Wealth Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Divorce Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Special Needs Analysis — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Sports & Entertainment — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Business Owner Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
The total fee per engagement can range up to $5,000 for clients with a net worth of $250,000 to $500,000, up to $12,500 for clients with a net worth over $500,000 to $1,000,000, and up to $25,000 for clients with a net worth over $1,000,000. Fees are subject to negotiation and may vary.
One-Time Plan:Up to $25,000
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Location
1675 N Military Trail Ste 500, Boca Raton, FL, 33486
Get directionsHistory
Regulatory History (5)
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
April 2009Denied
Customer Dispute
October 2008Settled
Customer Dispute
February 2008Settled
Customer Dispute
October 2004Denied
Customer Dispute
October 2003Settled
Employment History
Current Registrations
Wells Fargo Advisors
October 2021 - Present · 4 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
October 2021 - Present · 4 yrs 9 mos
Previous Registrations
Morgan Stanley
July 2020 - December 2021 · 1 yr 5 mos
Morgan StanleyBroker
October 2010 - December 2021 · 11 yrs 2 mos
Prime Capital Services, INC.Broker
March 2002 - October 2010 · 8 yrs 7 mos
K.W. Brown InvestmentsBroker
March 2001 - March 2002 · 1 yr
First Union Securities Financial Network, INC.Broker
April 1998 - March 2001 · 2 yrs 11 mos
Painewebber IncorporatedBroker
August 1994 - February 1998 · 3 yrs 6 mos
Glenfed Brokerage ServicesBroker
September 1993 - August 1994 · 11 mos
First Union Brokerage Services, INC.Broker
April 1993 - September 1993 · 5 mos
Invest Financial CorporationBroker
October 1992 - April 1993 · 6 mos
Marketing One Securities, INC.Broker
February 1991 - May 1992 · 1 yr 3 mos
Rosenkrantz Lyon & Ross IncorporatedBroker
January 1991 - February 1991 · 1 mo
Richard Scott Asset Management, INC.Broker
January 1990 - December 1990 · 11 mos
State Registrations22 states
AZCACTDEFLGAHIIDMAMDMEMINCNJNYOHORRISCTXUTVA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.