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Edward A Weinberger

Edward A. Weinberger

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CRD#: 2383560
Edward A Weinberger
Edward A Weinberger

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 A Weinberger, CFP®, who also goes by Edward Austen Weinberger, was a registered financial professional .

Edward is a previously registered financial professional and started their career in finance in 1993. Edward had worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Biography

As a Wealth Management Advisor, I collaborate with a team of specialists in partnering with you and your family to help ensure that your financial plan is customized to meet your unique needs. I seek to form strong relationships with my clients, develop deep levels of trust and constantly strive to maintain the highest levels of competency in an ever-changing environment.

Aliases

Edward Austen Weinberger

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.
OBA-14344|OrgNmn:Southtown Center|Org Addr:Dallas,Texas,US|OBA Nature:Retail rental real estate|Invst Rel:Y|Title:Vice President and a "Member"|Duties:Managerial and administrative|StrtDt:01-01-20|TotHrs/mon:4|TrdHrs/mon:0|

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®
CFP®

Certified Financial Planner

Education

University of Dallas

Master of Business Administration (MBA) - Management

1990

University of Texas - Austin

Bachelor of Business Administration - Finance

1985

Experience

Past

March 31, 2025 - August 17, 2026

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
HOUSTON, TX
Past

July 13, 2018 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
HOUSTON, TX
Past

June 22, 2005 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
HOUSTON, TX
Past

January 2, 2003 - August 17, 2026

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
HOUSTON, TX
Past

December 18, 2000 - April 4, 2001

HILLTOP SECURITIES INC.

BD
CRD#: 6220
DALLAS, TX
Past

July 14, 1999 - April 4, 2001

MYDISCOUNTBROKER.COM

BD
CRD#: 42565
DALLAS, TX
Past

August 18, 1993 - July 19, 1999

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SMITHFIELD, RI

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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM

CRD#: 104555 / SEC#: 801-13243

RIA
Registered Investment Advisory firm - (8/11/1977 Approved)

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.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/23/2004
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 8/20/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/30/1993
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 8/17/1993
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 8/17/1999
General Securities Principal Examination

Current Firm

SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM

CRD#: 104555 / SEC#: 801-13243

RIA
Registered Investment Advisory firm - (8/11/1977 Approved)
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Contact information

Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FIDELITY GO (12/5/2025)
FIDELITY STRATEGIC DISCIPLINES (11/10/2025)
FIDELITY WEALTH SERVICES (9/10/2025)
STRATEGIC ADVISERS LLC (9/10/2025)
FIDELITY MANAGED FIDFOLIOS (3/31/2025)
FIDELITY WEALTH ADVISOR SOLUTIONS (3/31/2025)
FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/31/2025)

Regulatory assets under management

Total Number of Accounts2,486,631
AUM (Assets Under Management)$ 1,067,664,605,590

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
09/24/2025
Cover Page
Report

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

STRATEGIC ADVISERS LLC

Vice President Private Wealth Management AdvisorCRD#: 104555

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