EW
Edward R. Wildman
EDWARD R. WILDMAN, CPA
Boynton Beach, FL
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CRD#: 5299262
EW
Professional summary
Edward R Wildman is a registered financial advisor currently at EDWARD R. WILDMAN, CPA, LLC located in Boynton Beach, Florida.
Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Edward has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
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.
I am a shareholder in a dormant CPA firm, Johnson, Mattson & Wildman, PA. This firm stopped practicing in 2004 and never had nor does it currently have any involvement in the investment industry. The firm still exists solely so the three shareholders can share the cost of tax software resources. The firm has no revenue and the tax software expenditures are covered by contributions from the shareholders.
I am also licensed as an insurance agent with the Florida Department of Insurance, License D058586. This license covers Health and Life Insurance, including Variable Annuity.
CRS (Client Relationship Summary) - RIA
Click below to view Edward R Wildman's 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®
NoneExperience
Current
May 10, 2007 - Present
EDWARD R. WILDMAN, CPA, LLC
RIA
CRD#: 143404
Boynton Beach, FL
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.Highlighted states indicate IAR registrations
IAR
Florida(5/10/2007)
IAR
Texas(9/18/2024)
Current Firm
ER
EDWARD R. WILDMAN, CPA, LLC
EDWARD R. WILDMAN, CPA, LLC
CRD#: 143404 / SEC#:
Florida
Registered Investment Advisory firm - (5/10/2007 Approved)Texas
Registered Investment Advisory firm - (9/7/2024 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Port St Lucie, FL
Mailing Address
Phone number
(954) 803-0070
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 18 |
| AUM (Assets Under Management) | $ 29,272,960 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
