Edward Venezia
Edward Venezia is a registered investment advisor at Wells Fargo Advisors, based in Boca Raton, FL, with 36 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.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1675 N Military Trail Ste 500, Boca Raton, FL, 33486
Get directionsHistory
Regulatory History (5)
Customer Dispute
April 2009Customer Dispute
October 2008Customer Dispute
February 2008Customer Dispute
October 2004Customer Dispute
October 2003Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
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K.W. Brown InvestmentsBroker
First Union Securities Financial Network, INC.Broker
Painewebber IncorporatedBroker
Glenfed Brokerage ServicesBroker
First Union Brokerage Services, INC.Broker
Invest Financial CorporationBroker
Marketing One Securities, INC.Broker
Rosenkrantz Lyon & Ross IncorporatedBroker
Richard Scott Asset Management, INC.Broker
State Registrations23 states
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
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