Michael P. Edmondson

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CRD#: 1534236

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Michael Patrick Edmondson was a registered financial professional .

Michael is a previously registered financial professional and started their career in finance in 1986. Michael had worked at 9 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

September 29, 2015 - February 5, 2016

WEALTH MANAGEMENT ASSOCIATES, INC.

RIA

CRD#: 117606

CHERRY HILL, NJ

Past

August 7, 2015 - February 2, 2016

SECURITIES AMERICA, INC.

CRD#: 10205

CHERRY HILL, NJ

Past

July 16, 2013 - August 20, 2013

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

LINWOOD, NJ

Past

July 3, 2013 - August 20, 2013

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

LINWOOD, NJ

Past

October 3, 2008 - December 4, 2012

JANNEY MONTGOMERY SCOTT LLC

RIA

CRD#: 463

MARLTON, NJ

Past

January 24, 2006 - December 4, 2012

JANNEY MONTGOMERY SCOTT LLC

CRD#: 463

MARLTON, NJ

Past

March 9, 2002 - February 2, 2006

RBC CAPITAL MARKETS, LLC

CRD#: 31194

NEW YORK, NY

Past

July 26, 1999 - March 9, 2002

TUCKER ANTHONY INCORPORATED

CRD#: 837

BOSTON, MA

Past

May 4, 1995 - June 22, 1999

FIRST UNION CAPITAL MARKETS CORP.

CRD#: 6124

CHARLOTTE, NC

Past

January 7, 1993 - May 2, 1995

LEGG MASON WOOD WALKER, INCORPORATED

CRD#: 6555

BALTIMORE, MD

Past

January 1, 1991 - January 20, 1993

FIRST UNION CAPITAL MARKETS CORP.

CRD#: 6124

CHARLOTTE, NC

Past

September 29, 1986 - January 1, 1991

BUTCHER & SINGER INC.

CRD#: 6517

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

WEALTH MANAGEMENT ASSOCIATES, INC.

HADDONFIELD FINANCIAL PLANNING | WEALTH MANAGEMENT ASSOCIATES, INC.

CRD#: 117606 / SEC#: 801-79993

RIA

Registered Investment Advisory firm - (7/2/2014 Approved)

New Jersey

Registered Investment Advisory firm - (7/11/2014 Terminated)

Pennsylvania

Registered Investment Advisory firm - (7/28/2014 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 10/22/1986

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 2/2/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/20/1986

General Securities Representative Examination

Current Firm

WEALTH MANAGEMENT ASSOCIATES, INC.

HADDONFIELD FINANCIAL PLANNING | WEALTH MANAGEMENT ASSOCIATES, INC.

CRD#: 117606 / SEC#: 801-79993

RIA

Registered Investment Advisory firm - (7/2/2014 Approved)

New Jersey

Registered Investment Advisory firm - (7/11/2014 Terminated)

Pennsylvania

Registered Investment Advisory firm - (7/28/2014 Terminated)

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Contact information

Main Address

1909 Route 70 East Suite 100, Cherry Hill, NJ 08003

Mailing Address

Phone number

(856) 424-2350

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A DISCLOSURE BROCHURE (4/24/2025)

Regulatory assets under management

Total Number of Accounts	1,972
AUM (Assets Under Management)	$ 646,804,888

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Michael P. Edmondson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

SECURITIES AMERICA, INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

JANNEY MONTGOMERY SCOTT LLC

JANNEY MONTGOMERY SCOTT LLC

RBC CAPITAL MARKETS, LLC

TUCKER ANTHONY INCORPORATED

FIRST UNION CAPITAL MARKETS CORP.

LEGG MASON WOOD WALKER, INCORPORATED

FIRST UNION CAPITAL MARKETS CORP.

BUTCHER & SINGER INC.

Primary Firm SEC Registration

WEALTH MANAGEMENT ASSOCIATES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 10/22/1986

SIE

Date: 2/2/2016

Series 7

Date: 9/20/1986

Current Firm

WEALTH MANAGEMENT ASSOCIATES, INC.

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WEALTH MANAGEMENT ASSOCIATES, INC.

TRUST BUT VERIFY

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