EI
CFP
EI
CFP

Edmund Iannaccone

35 Years of Experience
Paramus, NJ
BrokerSells Insurance

Edmund Iannaccone is a CFP-designated registered investment advisor, based in Paramus, NJ, with 35 years of industry experience.

Location

115 West Century Road, Suite 145, Paramus, NJ, 07652

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Edmund is the owner of Iannaccone Wealth Management, working as a financial advisor and wealth manager, taking about half of his time. He is also an insurance agent with Steward Partners Global Advisory LLC, dedicating minimal time to this role.

Employment History
Current Registrations
Steward Partners Investment Solutions, LLCBroker
May 2022 - Present · 4 yrs
Steward Partners Investment Advisory, LLC
November 2017 - Present · 8 yrs 6 mos
Previous Registrations
Raymond James Financial Services, INC.Broker
November 2017 - May 2022 · 4 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
May 2010 - November 2017 · 7 yrs 6 mos
Wells Fargo Clearing Services, LLC
May 2010 - November 2017 · 7 yrs 6 mos
UBS Financial Services INC.
June 2002 - June 2010 · 8 yrs
UBS Financial Services INC.Broker
December 1999 - June 2010 · 10 yrs 6 mos
American Express Service CorporationBroker
August 1993 - December 1994 · 1 yr 4 mos
American Express Financial Advisors INC.Broker
June 1990 - December 1999 · 9 yrs 6 mos
Ids Life Insurance CompanyBroker
June 1990 - December 1999 · 9 yrs 6 mos
State Registrations22 states
CACTDEFLGAILMAMDMENCNHNJNMNYOHORPASCTXVAVTWA
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.