Edwin L. Shedd

CONSULTIVA WEALTH MANAGEMENT,

Miami, FL 33131

Some features on this profile are disabled

CRD#: 4652940

Professional summary

Edwin Leo Shedd, who also goes by Edwin L Shedd, Edwin Leo Shedd, Edwin Shedd, is a registered financial advisor currently at CONSULTIVA WEALTH MANAGEMENT, CORP. located in Miami, Florida and SAVILE CAPITAL MARKETS LLC located in Miami, Florida.

Edwin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Edwin has worked at 8 firms and has passed the Series 66, Series 65, Series 63, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Edwin L Shedd | Edwin Leo Shedd | Edwin Shedd

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.

Name of Business: ALEALAED INVESTMENTS LLC Address: 7445 SW 144th TER, Palmetto Bay, FL, 33158, United States Activity Type: Rental Real Estate Position/Title: None Investment Related: No Start Date: 08/02/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Spouse is owner of rental property

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edwin Leo Shedd's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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

Current

March 21, 2023 - Present

CONSULTIVA WEALTH MANAGEMENT, CORP.

Office #1: 1200 Brickell Ave., Suite 1680, Miami, FL 33131

RIA

CRD#: 111846

Miami, FL

Current

February 23, 2023 - Present

SAVILE CAPITAL MARKETS LLC

Office #1: 1200 Brickell Ave. Ste 1680, Miami, FL 33131

CRD#: 316748

Miami, FL

Past

March 17, 2021 - March 3, 2023

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

CORAL GABLES, FL

Past

March 12, 2021 - March 3, 2023

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

CORAL GABLES, FL

Past

October 5, 2020 - March 18, 2021

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

MIAMI, FL

Past

September 9, 2020 - March 18, 2021

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

MIAMI, FL

Past

January 3, 2011 - June 26, 2012

BISCAYNE CAPITAL

RIA

CRD#: 148502

MIAMI, FL

Past

May 29, 2007 - March 3, 2008

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

MIAMI, FL

Past

May 29, 2007 - March 3, 2008

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

MIAMI, FL

Past

December 13, 2005 - May 29, 2007

CITICORP INVESTMENT SERVICES

RIA

CRD#: 23988

MIAMI, FL

Past

October 24, 2005 - May 29, 2007

CITICORP INVESTMENT SERVICES

CRD#: 23988

MIAMI, FL

Past

May 25, 2004 - August 1, 2005

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Past

January 19, 2004 - June 3, 2004

BANC OF AMERICA INVESTMENT SERVICES, INC.

CRD#: 16361

BOSTON, MA

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".

CONSULTIVA WEALTH MANAGEMENT, CORP.

CRD#: 111846 / SEC#: 801-57175

RIA

Registered Investment Advisory firm - (2/8/2000 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

Florida
(3/21/2023)

Florida
(5/25/2023)

New York
(2/23/2023)

IAR

New York
(3/22/2023)

Texas
(10/23/2023)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/3/2020

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 9/27/2010

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/28/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 9/9/2020

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 11/24/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/18/2004

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

CONSULTIVA WEALTH MANAGEMENT, CORP.

CRD#: 111846 / SEC#: 801-57175

RIA

Registered Investment Advisory firm - (2/8/2000 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

American International Plaza 250 Ave. Muñoz Rivera, Suite 1420, San Juan, PR 00918

Mailing Address

Phone number

(787) 763-5868

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025 CWM FORM ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	139
AUM (Assets Under Management)	$ 429,665,565

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.

Similar Advisors

Noah Alweiss

MORGAN STANLEY

IAR

Miami, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Edwin L. Shedd

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edwin Leo Shedd's CRS (Customer Relationship Summary).

Certified licenses

Experience

SAVILE CAPITAL MARKETS LLC

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

BISCAYNE CAPITAL

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

CITICORP INVESTMENT SERVICES

CITICORP INVESTMENT SERVICES

WELLS FARGO CLEARING SERVICES, LLC

BANC OF AMERICA INVESTMENT SERVICES, INC.

Primary Firm SEC Registration

CONSULTIVA WEALTH MANAGEMENT, CORP.

State Registrations and Notice Filings

Exams

Series 66

Date: 10/3/2020

Series 65

Date: 9/27/2010

Series 63

Date: 4/28/2005

Series 7TO

Date: 9/9/2020

SIE

Date: 11/24/2018

Series 7

Date: 1/18/2004

FINRA

Current Firm

CONSULTIVA WEALTH MANAGEMENT, CORP.

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CONSULTIVA WEALTH MANAGEMENT, CORP.

TRUST BUT VERIFY

Similar Advisors