TrueAdvisor
TrueAdvisor
EM
EM

Edward Thomas Munoz

Fourstar Wealth Advisors, LLC
16 Years of Experience
4 DisclosuresSells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningCharitable Giving
Fourstar Wealth Advisors, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
41 advisors
Number of Clients
1,314 clients
Average Client Portfolio
$944K average
Assets Under Management
$1.2B

Fee Structure

Location

Sparta, NJ

Get directions

History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2024
Denied
Employment Separation After Allegations
March 2023
Customer Dispute
April 2021
Settled
Customer Dispute
January 2021
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Edward is a soccer referee since 2018, dedicating about 10-20% of his time. He is also an insurance agent selling non-variable insurance since 2021.

Employment History
Current Registrations
Fourstar Wealth Advisors, LLC
October 2023 - Present · 2 yrs 4 mos
Previous Registrations
Fortis Capital Advisors, LLC
April 2023 - September 2023 · 5 mos
LPL Financial LLC
September 2021 - March 2023 · 1 yr 6 mos
LPL Financial LLCBroker
September 2021 - March 2023 · 1 yr 6 mos
Principal Securities, INC.
February 2019 - September 2021 · 2 yrs 7 mos
Principal Securities, INC.Broker
February 2019 - September 2021 · 2 yrs 7 mos
Ronald Gelok & Associates, LLC
February 2018 - February 2019 · 1 yr
Global Financial Private Capital, LLC
March 2017 - January 2018 · 10 mos
G.F. Investment Services, LLCBroker
March 2017 - January 2018 · 10 mos
Msi Financial Services, INC.
December 2014 - March 2017 · 2 yrs 3 mos
Msi Financial Services, INC.Broker
December 2014 - March 2017 · 2 yrs 3 mos
Park Avenue Securities LLC
August 2013 - December 2014 · 1 yr 4 mos
Park Avenue Securities LLCBroker
July 2013 - December 2014 · 1 yr 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2010 - July 2013 · 2 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2010 - July 2013 · 2 yrs 9 mos
AXA Advisors, LLC
February 2008 - March 2009 · 1 yr 1 mo
AXA Advisors, LLCBroker
November 2007 - March 2009 · 1 yr 4 mos
Ameriprise Financial Services, INC.
October 2007 - October 2007 · 0 mos
Ameriprise Financial Services, INC.Broker
September 2007 - October 2007 · 1 mo
State Registrations1 state
NJ
Advisor
Exams
No exam information available for this advisor.