Edward T. Munoz

FOURSTAR WEALTH ADVISORS

Sparta, NJ

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CRD#: 5377729

Professional summary

Edward Thomas Munoz, who also goes by Edward T Munoz, Edward Thomas Munoz, is a registered financial advisor currently at FOURSTAR WEALTH ADVISORS, LLC located in Sparta, New Jersey.

Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Edward has worked at 12 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Edward T Munoz | Edward Thomas Munoz

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.

1) Soccer Referee, non-investment related, Sparta Township, NJ 07871, Officiating soccer games, start 07/2018, 30 hours per month outside of trading hours. 2) 8/2021 - Non-Variable Insurance - EDWARD T MUNOZ AGENT - Investment Related - East Brunswick, NJ 08816

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward Thomas Munoz'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

October 24, 2023 - Present

FOURSTAR WEALTH ADVISORS, LLC

RIA

CRD#: 169613

Sparta, NJ

Past

April 4, 2023 - September 27, 2023

FORTIS CAPITAL ADVISORS, LLC

RIA

CRD#: 309709

Sparta Township, NJ

Past

September 9, 2021 - March 22, 2023

LPL FINANCIAL LLC

RIA

CRD#: 6413

EAST BRUNSWICK, NJ

Past

September 3, 2021 - March 22, 2023

LPL FINANCIAL LLC

CRD#: 6413

EAST BRUNSWICK, NJ

Past

February 22, 2019 - September 21, 2021

PRINCIPAL SECURITIES, INC.

RIA

CRD#: 1137

Parsippany, NJ

Past

February 18, 2019 - September 21, 2021

PRINCIPAL SECURITIES, INC.

CRD#: 1137

Parsippany, NJ

Past

February 15, 2018 - February 18, 2019

RONALD GELOK & ASSOCIATES, LLC

RIA

CRD#: 290950

PARISPPANY, NJ

Past

March 23, 2017 - January 4, 2018

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

RIA

CRD#: 132070

PARSIPPANY, NJ

Past

March 21, 2017 - January 4, 2018

G.F. INVESTMENT SERVICES, LLC

CRD#: 132939

PARSIPPANY, NJ

Past

December 10, 2014 - March 16, 2017

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

FAIRFIELD, NJ

Past

December 5, 2014 - March 16, 2017

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

FAIRFIELD, NJ

Past

August 8, 2013 - December 22, 2014

PARK AVENUE SECURITIES LLC

RIA

CRD#: 46173

NEW YORK, NY

Past

July 24, 2013 - December 22, 2014

PARK AVENUE SECURITIES LLC

CRD#: 46173

NEW YORK, NY

Past

October 21, 2010 - July 17, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

FLORHAM PARK, NJ

Past

October 12, 2010 - July 17, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

FLORHAM PARK, NJ

Past

February 6, 2008 - March 10, 2009

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

NEW YORK, NY

Past

November 13, 2007 - March 10, 2009

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

Past

October 1, 2007 - October 12, 2007

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

PARSIPPANY, NJ

Past

September 7, 2007 - October 12, 2007

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

PARSIPPANY, NJ

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".

FOURSTAR WEALTH ADVISORS, LLC

FAMILY WEALTH LEGACY ADVISORS | GINGER ADVISORS, LLC | FOURSTAR WEALTH ADVISORS, LLC

CRD#: 169613 / SEC#: 801-110467

RIA

Registered Investment Advisory firm - (4/21/2017 Approved)

Illinois

Registered Investment Advisory firm - (4/21/2017 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

New Jersey
(10/24/2023)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/28/2007

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 1/4/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/6/2007

General Securities Representative Examination

Current Firm

FOURSTAR WEALTH ADVISORS, LLC

FAMILY WEALTH LEGACY ADVISORS | GINGER ADVISORS, LLC | FOURSTAR WEALTH ADVISORS, LLC

CRD#: 169613 / SEC#: 801-110467

RIA

Registered Investment Advisory firm - (4/21/2017 Approved)

Illinois

Registered Investment Advisory firm - (4/21/2017 Terminated)

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Contact information

Main Address

1 N. Lasalle Street Suite 2225, Chicago, IL 60602

Mailing Address

Phone number

(312) 667-1750

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (34 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	3,309
AUM (Assets Under Management)	$ 1,240,902,908

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
07/29/2025	Cover Page	Report
05/28/2024	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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Edward T. Munoz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward Thomas Munoz's CRS (Customer Relationship Summary).

Certified licenses

Experience

FORTIS CAPITAL ADVISORS, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

PRINCIPAL SECURITIES, INC.

PRINCIPAL SECURITIES, INC.

RONALD GELOK & ASSOCIATES, LLC

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

G.F. INVESTMENT SERVICES, LLC

MSI FINANCIAL SERVICES, INC.

MSI FINANCIAL SERVICES, INC.

PARK AVENUE SECURITIES LLC

PARK AVENUE SECURITIES LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

FOURSTAR WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/28/2007

SIE

Date: 1/4/2018

Series 7

Date: 9/6/2007

Current Firm

FOURSTAR WEALTH ADVISORS, LLC

Contact information

SEC notice filing (34 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

FOURSTAR WEALTH ADVISORS, LLC

TRUST BUT VERIFY

Contact information

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