ED
CFP
ED
CFP
Edmund Delorenzo is a CFP-designated registered investment advisor, based in Midland Park, NJ, with 27 years of industry experience.
Location
32 Central Avenue, Midland Park, NJ, 07432
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Edmund is a tax preparer, forensic accountant, and CPA. He also works as an insurance agent selling life, health, annuities, and long-term care insurance, dedicating minimal time to this.
Employment History
Current Registrations
Cetera Investment Advisers LLC
October 2005 - Present · 20 yrs 7 mos
Cetera Financial Specialists LLCBroker
October 2005 - Present · 20 yrs 7 mos
Previous Registrations
C.J.M. Asset Management, LLC
June 2002 - October 2005 · 3 yrs 4 mos
C. J. M. Planning CORP.Broker
March 2000 - October 2005 · 5 yrs 7 mos
H.D. Vest Investment Securities, INC.Broker
July 1998 - March 2000 · 1 yr 8 mos
State Registrations9 states
DEFLILNCNJNYPASCVA
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.