Edward Richard Cofrancesco
Professional Summary
Edward Richard Cofrancesco, who also goes by Edco Cofrancesco, Edward Richard Cofrancesco Jr, is a registered financial advisor currently at INTERNATIONAL ASSETS ADVISORY, LLC located in Orlando, Florida and PRIMUS FINANCIAL SERVICES, LLC located in Orlando, Florida. Edward is registered as a RR (Registered Representative) and started their career in finance in 1992. Edward has worked at 8 firms and has passed the Series 63, Series 99TO, Series 72, Series 57TO, SIE, Series 55, Series...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Edco Cofrancesco, Edward Richard Cofrancesco Jr
Similar Advisors
OSAIC WEALTH, INC.
ROCKSIDE INVESTMENTS LLC
BETTERMENT
RAYMOND JAMES FINANCIAL SERVICES, INC.
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
OSAIC WEALTH, INC.
ROCKSIDE INVESTMENTS LLC
BETTERMENT
RAYMOND JAMES FINANCIAL SERVICES, INC.
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
OSAIC WEALTH, INC.
ROCKSIDE INVESTMENTS LLC
BETTERMENT
RAYMOND JAMES FINANCIAL SERVICES, INC.
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
OSAIC WEALTH, INC.
ROCKSIDE INVESTMENTS LLC
BETTERMENT
RAYMOND JAMES FINANCIAL SERVICES, INC.
Years of Experience
33 years in the financial services industry
Current & Past Employments
Similar Advisors
OSAIC WEALTH, INC.
ROCKSIDE INVESTMENTS LLC
BETTERMENT
RAYMOND JAMES FINANCIAL SERVICES, INC.
Current Firm
PRIMUS FINANCIAL SERVICES, LLC
Contact Information
Main Address
111 N. Orange Avenue Suite 1000, Orlando, FL 32801Mailing Address
111 N. Orange Avenue Suite 1000, Orlando, FL 32801Phone Number
(407) 254-1510Established
Florida since 01/01/2019Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (21 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| PECUNIA MANAGEMENT, LLC | OWNER | — |
| COFRANCESCO, EDWARD RICHARD | CEO | 2305035 |
| HARRIS, KEVIN ANDRE | FINOP | 7061906 |
| LAMPMAN, MATTHEW EDWARD | PRESIDENT | 6132493 |
| MOORE, ANN KATHERINE | CHIEF BUSINESS DEVELOPMENT OFFICER | 5535928 |
| NICHOLSON, MYRA PEARLE | CHIEF LEGAL OFFICER, CHIEF RISK OFFICER | 2740029 |
| WEINBERGER, DAVID S | CHIEF FINANCIAL OFFICER, CHIEF REGULATORY OFFICER | 2676116 |
| WEISS, RICHARD JAY | CHIEF COMPLIANCE OFFICER / AML COMPLIANCE OFFICER | 2523174 |
Similar Advisors
OSAIC WEALTH, INC.
ROCKSIDE INVESTMENTS LLC
BETTERMENT
RAYMOND JAMES FINANCIAL SERVICES, INC.
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.
Similar Advisors
OSAIC WEALTH, INC.
ROCKSIDE INVESTMENTS LLC
BETTERMENT
RAYMOND JAMES FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
(4/4/2016)
(3/13/2006)
(7/12/2016)
(5/31/2016)
(4/18/2018)
(1/18/2006)
(4/4/2016)
(3/2/2007)
(2/18/2011)
(3/2/2007)
(1/12/2018)
(10/5/2016)
(3/16/2017)
(4/4/2016)
(4/4/2016)
(4/4/2016)
(4/4/2016)
(7/14/2010)
(7/12/2016)
(4/4/2016)
(3/2/2007)
(4/4/2016)
(4/4/2016)
(4/4/2016)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 72 — Government Securities Representative Examination
Passed Jan 2023Series 55 — Limited Representative-Equity Trader Exam
Passed Jan 2001Series 10 — General Securities Sales Supervisor - General Module Examination
Passed Jan 2023About the Series 10 examSeries 9 — General Securities Sales Supervisor - Options Module Examination
Passed Jan 2023About the Series 9 examSeries 8 — General Securities Sales Supervisor Examination (Options Module & General Module)
Passed Aug 1997SRO Registrations
Similar Advisors
OSAIC WEALTH, INC.
ROCKSIDE INVESTMENTS LLC
BETTERMENT
RAYMOND JAMES FINANCIAL SERVICES, INC.
CRS (Client Relationship Summary) - BD
Click below to view Edward Richard Cofrancesco's CRS (Customer Relationship Summary).
Similar Advisors
OSAIC WEALTH, INC.
ROCKSIDE INVESTMENTS LLC
BETTERMENT
RAYMOND JAMES FINANCIAL SERVICES, INC.
