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Won Erdman

11 Years of Experience
Pittsburgh, PA
BrokerSells Insurance

Won Erdman is a registered investment advisor, based in Pittsburgh, PA, with 11 years of industry experience.

Location

600 Waterfront Dr Ste 125, Pittsburgh, PA, 15222

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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

Won is the owner of LoBo One LLC, contributing cash periodically. Won also works as an agent placing life and disability insurance policies through Underwriters Brokerage Service, dedicating minimal time to each activity.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
July 2022 - Present · 3 yrs 10 mos
Previous Registrations
Waldron Private Wealth
May 2018 - May 2022 · 4 yrs
Hunter Associates, INC.
December 2012 - January 2014 · 1 yr 1 mo
Hunter Associates, INC.
January 2011 - November 2011 · 10 mos
Hunter Associates, INC.Broker
July 2010 - January 2014 · 3 yrs 6 mos
State Registrations9 states
CADEMDNJNYORPATXWV
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.
Won Erdman - Financial Advisor | TrueAdvisor