Edward Paul Schmitzer
CFP®Professional Summary
Edward Paul Schmitzer, CFP®, who also goes by Edward P Schmitzer, was a registered financial advisor. Edward was a previously registered financial professional and started their career in finance 2006 - 2024. Edward had worked at 1 firm and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Estate & Legacy Planning
- Education Funding
- Retirement Planning
- Investment Management
- Business Services
- Cashflow & Budgeting
- Risk Management & Insurance
- Social Security & Medicare Planning
- Financial Planning
- Tax Planning
- Health Care & Long-Term Care Planning
Specializations
Biography
In my free time, I like to spend time with my wife, Cindy, who has supported me each step of the way along my financial and business career. We enjoy music, movies, reading, the beach and quiet time at home. We like to travel as well. We have two grown sons and three grandchildren. Cindy was born and raised in Northeast Florida, with her family still located here.
Other Aliases
Edward P Schmitzer
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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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.
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Credentials
Years of Experience
28 years in the financial services industry
Current & Past Employments
Past
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Current Firm
RIVER CAPITAL ADVISORS, LC
Contact Information
Main Address
5011 Gate Parkway Building 100, Suite 300, Jacksonville, FL 32256Phone Number
(904) 398-2075# of Employees
6Regulatory Assets Under Management
Total Number of Accounts
666AUM (Assets Under Management)
$293,612,744Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Services Offered by Edward
- Estate & Legacy Planning
- Education Funding
- Retirement Planning
- Investment Management
- Business Services
- Cashflow & Budgeting
- Risk Management & Insurance
- Social Security & Medicare Planning
- Financial Planning
- Tax Planning
- Health Care & Long-Term Care Planning
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