Edward W. Villeneuve
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.
Edward William Villeneuve was a registered financial professional .
Edward is a previously registered financial professional and started their career in finance in 1993. Edward had worked at 7 firms and has passed the Series 65, Series 63, Series 99TO, Series 79TO, SIE, Series 3, Series 7, Series 14 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
March 30, 2011 - July 17, 2025
AUGEO ADVISORS, LLC
August 3, 2010 - April 1, 2011
INNOVATION CAPITAL, LLC
June 19, 2008 - February 24, 2010
LAZARD MIDDLE MARKET LLC
November 19, 2007 - July 23, 2008
LAZARD FRERES & CO. LLC
May 8, 2001 - July 23, 2008
GOLDSMITH, AGIO, HELMS SECURITIES, INC.
August 4, 1997 - March 5, 2001
GREIF & CO.
October 12, 1993 - January 12, 1996
MORGAN STANLEY & CO. LLC
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationSeries 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationCurrent Firm
AUGEO ADVISORS, LLC
CRD#: 154881 / SEC#: , 8-68679
Contact information
Documents
Red Flags
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