Edward G. Walter

CRD#: 2618364

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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 George Walter JR was a registered financial professional .

Edward is a previously registered financial professional and started their career in finance in 1995. Edward had worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

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)

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®

None

Experience

Past

February 16, 2026 - May 26, 2026

MPWM ADVISORY SOLUTIONS LLC

RIA

CRD#: 169885

Alpharetta, GA

Past

December 21, 2007 - May 7, 2026

LPL FINANCIAL LLC

RIA

CRD#: 6413

ROSWELL, GA

Past

December 20, 2007 - June 3, 2026

LPL FINANCIAL LLC

CRD#: 6413

ROSWELL, GA

Past

February 15, 2007 - December 20, 2007

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

RIA

CRD#: 15708

ATLANTA, GA

Past

June 30, 1998 - December 20, 2007

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CRD#: 15708

ATLANTA, GA

Past

June 22, 1995 - June 3, 1998

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

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".

MPWM ADVISORY SOLUTIONS LLC

CRD#: 169885 / SEC#: 801-78961

RIA

Registered Investment Advisory firm - (1/2/2014 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.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/14/1995

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/30/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 7/6/1995

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 6/21/1995

General Securities Representative Examination

Current Firm

MPWM ADVISORY SOLUTIONS LLC

CRD#: 169885 / SEC#: 801-78961

RIA

Registered Investment Advisory firm - (1/2/2014 Approved)

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Contact information

Main Address

8000 Avalon Blvd Suite 100, Alpharetta, GA 30009

Mailing Address

Phone number

(678) 566-4001

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A PLUS WRAP BROCHURE (5/14/2025)

Regulatory assets under management

Total Number of Accounts	653
AUM (Assets Under Management)	$ 320,546,673

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.

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Advisor Monitoring

Firm Stability Insights

Edward G. Walter

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

MPWM ADVISORY SOLUTIONS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/14/1995

Series 63

Date: 6/30/1995

SIE

Date: 10/1/2018

Series 31

Date: 7/6/1995

Series 7

Date: 6/21/1995

Current Firm

MPWM ADVISORY SOLUTIONS LLC

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MPWM ADVISORY SOLUTIONS LLC

TRUST BUT VERIFY

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