EC
EC

Edwin Cruz-Matias

10 Years of Experience
St. Louis, MO
Broker

Edwin Cruz-Matias is a registered investment advisor at Wells Fargo Advisors, based in St. Louis, MO, with 10 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

One North Jefferson Avenue, H0004-05C, St. Louis, MO, 63103

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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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Employment History
Current Registrations
Wells Fargo Advisors
December 2025 - Present · 9 mos
Wells Fargo Advisors Financial Network, LLC
October 2025 - Present · 11 mos
Wells Fargo Advisors Financial Network, LLCBroker
October 2025 - Present · 11 mos
Wells Fargo Advisors
September 2025 - Present · 1 yr
Wells Fargo Clearing Services, LLCBroker
September 2025 - Present · 1 yr
Previous Registrations
Jefferies Investment Advisers LLC
May 2023 - December 2024 · 1 yr 7 mos
Leucadia Asset Management LLC
May 2021 - August 2023 · 2 yrs 3 mos
Jefferies LLCBroker
May 2021 - December 2024 · 3 yrs 7 mos
Wells Fargo Advisors Financial Network, LLCBroker
May 2018 - May 2021 · 3 yrs
Wells Fargo Clearing Services, LLC
January 2016 - May 2021 · 5 yrs 4 mos
Wells Fargo Clearing Services, LLCBroker
January 2016 - May 2021 · 5 yrs 4 mos
RBC Capital Markets, LLC
May 2015 - October 2015 · 5 mos
RBC Capital Markets, LLCBroker
December 2014 - October 2015 · 10 mos
State Registrations2 states
FLGA
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.