Coleen S. Edwards
Professional summary
Coleen Suzette Edwards, who also goes by Coleen Suzette Kudron, is a registered financial advisor currently at WEINBERGER ASSET MANAGEMENT, INC located in Orcutt, California.
Coleen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Coleen has worked at 3 firms and has passed the Series 63, Series 7TO, SIE, Series 7, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Coleen Suzette Edwards's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 5, 2022 - Present
WEINBERGER ASSET MANAGEMENT, INC
April 1, 2021 - November 8, 2022
HATHER, ROBERT K
September 10, 2013 - October 26, 2020
WELLS FARGO CLEARING SERVICES, LLC
March 25, 1991 - October 26, 2020
WELLS FARGO CLEARING SERVICES, LLC
Primary Firm SEC Registration
WEINBERGER ASSET MANAGEMENT, INC
CRD#: 106176 / SEC#: 801-113165
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/5/2022)
Exams
Series 7TO
Date: 3/23/2024
General Securities Representative ExaminationCurrent Firm
WEINBERGER ASSET MANAGEMENT, INC
CRD#: 106176 / SEC#: 801-113165
Contact information
SEC notice filing (4 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 566 |
| AUM (Assets Under Management) | $ 443,858,787 |
Red Flags
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