EC
EC

Edwin Cisneros

6 Years of Experience
Miramar, FL
1 DisclosureBrokerSells Insurance

Edwin Cisneros is a registered investment advisor at W&s Brokerage Services, INC., based in Miramar, FL, with 6 years of industry experience. Edwin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning, Socially Responsible Investing, and 1 more. Their firm serves 772 clients with $260M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
104 advisors
Number of Clients
772 clients
Average Client Portfolio
$333K average
Assets Under Management
$257.2M

Fee Structure

Minimum Investment:$75K
Investment management only (planning not offered)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.50%
$250K - $500K1.40%
$500K - $750K1.30%
$750K+1.10%

Fees may be negotiable at the sole discretion of W&S Brokerage Services, Inc. Potential fee reductions apply if funded from previous accounts that incurred commissions within 36 months.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2901 Southwest 149th Ave, Ste 130, Miramar, FL, 33027

Get directions

History

Regulatory History (1)
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Financial
April 2019
Final
Other Business ActivitiesSells Insurance

Edwin is a full-time agency manager for Western & Southern Life in Miramar, Florida.

Employment History
Current Registrations
W&s Brokerage Services, INC.
July 2023 - Present · 3 yrs 3 mos
W&s Brokerage Services, INC.Broker
November 2021 - Present · 4 yrs 11 mos
Previous Registrations
Nylife Securities LLCBroker
November 2019 - November 2021 · 2 yrs
State Registrations9 states
CAFLGAMONCNVTXUTWA
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.
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