Edward Trevino is a registered investment advisor at Hartford Funds, based in Wayne, PA, with 9 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 76 clients with $140B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
690 Lee Road, Wayne, PA, 19087
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Hartford Funds
Hartford Funds Distributors, LLC
Hartford Funds Distributors, LLCBroker
Previous Registrations
Bny Mellon Securities Corporation
Bny Mellon Securities CorporationBroker
American Funds Distributors, INC.Broker
American Funds Distributors, INC.
MML Investors Services, LLC
MML Investors Services, LLCBroker
AXA Advisors, LLCBroker
State Registrations1 state
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.