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CE

Coleen S. Edwards

WEINBERGER ASSET MANAGEMENT
Orcutt, CA
CRD#: 2091441
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CE
Coleen Suzette EdwardsWEINBERGER ASSET MANAGEMENT

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

Are you a "fiduciary"?
Yes

Aliases

Coleen Suzette Kudron

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) - RIA

Click below to view Coleen Suzette Edwards's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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

Current

April 5, 2022 - Present

WEINBERGER ASSET MANAGEMENT, INC

RIA
CRD#: 106176
Orcutt, CA
Past

April 1, 2021 - November 8, 2022

HATHER, ROBERT K

RIA
CRD#: 139951
SAN LUIS OBISPO, CA
Past

September 10, 2013 - October 26, 2020

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
SAN LUIS OBISPO, CA
Past

March 25, 1991 - October 26, 2020

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
SAN LUIS OBISPO, CA

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".
WA
WEINBERGER ASSET MANAGEMENT, INC
WEINBERGER ASSET MANAGEMENT, INC

CRD#: 106176 / SEC#: 801-113165

RIA
Registered Investment Advisory firm - (5/8/2018 Approved)
California
Registered Investment Advisory firm - (6/9/2018 Terminated)

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(4/5/2022)

Exams

State Security Law Exam
RR
Series 63
Date: 6/12/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/23/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/11/1991
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 3/23/2024
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 3/23/2024
General Securities Sales Supervisor - Options Module Examination

Current Firm

WA
WEINBERGER ASSET MANAGEMENT, INC
WEINBERGER ASSET MANAGEMENT, INC

CRD#: 106176 / SEC#: 801-113165

RIA
Registered Investment Advisory firm - (5/8/2018 Approved)
California
Registered Investment Advisory firm - (6/9/2018 Terminated)
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Contact information

Main Address
10866 Wilshire Blvd Ste 830, Los Angeles, CA 90024
Mailing Address
Phone number
(310) 442-8472
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2 (5/1/2025)

Regulatory assets under management

Total Number of Accounts566
AUM (Assets Under Management)$ 443,858,787

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.

Company Information

WEINBERGER ASSET MANAGEMENT, INC

CRD#: 106176Orcutt, CA

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