EW
EW
Edward Wenger
34 Years of Experience
Miami, FL
1 DisclosureBroker
Edward Wenger is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Miami, FL, with 34 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B
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Location
14707 South Dixie Highway, Suite 300, Miami, FL, 33176
Get directionsHistory
Regulatory History (1)
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Customer Dispute
December 2008Denied
Other Business Activities
Edward is an owner of Wenger Wealth Management and Roque Investment Strategies, both support companies. He spends minimal time on each of these businesses.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
November 2015 - Present · 10 yrs 10 mos
Raymond James Financial Services, INC.Broker
October 2015 - Present · 10 yrs 11 mos
Previous Registrations
Wells Fargo Advisors, LLC
October 2000 - October 2015 · 15 yrs
Wells Fargo Advisors, LLCBroker
October 2000 - October 2015 · 15 yrs
First Union Brokerage Services, INC.Broker
May 1994 - October 2000 · 6 yrs 5 mos
Guardian Investor Services CorporationBroker
April 1991 - May 1994 · 3 yrs 1 mo
State Registrations12 states
CACOCTDCFLGALAMDMNNVTXVA
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.