RB
CFA
RB
CFA

Ryan Babeuf

5 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningCharitable GivingHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
5 advisors
Number of Clients
261 clients
Average Client Portfolio
$3.0M average
Assets Under Management
$770.7M

Fee Structure

Financial Planning:Included in AUM fee
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Location

Havertown, PA

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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
Edge Wealth Management, LLC
September 2020 - Present · 5 yrs 5 mos
State Registrations2 states
NYPA
Advisor
Exams
No exam information available for this advisor.