Edzai K. Chimedza
TOBIAS FINANCIAL ADVISORS
Plantation, FL 33324
Some features on this profile are disabled
CRD#: 5539081
Professional summary
Edzai K Chimedza is a registered financial advisor currently at TOBIAS FINANCIAL ADVISORS located in Plantation, Florida.
Edzai is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Edzai has worked at 1 firm and has passed the Series 65 exam.
Biography
Edzai Chimedza, CFP® serves as a Wealth Advisor. Born in Guyana and raised in Zimbabwe, Edzai came to the United States to pursue a degree in biology. He ended up switching to economics, earning a bachelor’s degree from Florida State University, followed by a master’s degree from Florida Atlantic University.
Edzai has worked in different roles throughout the financial services industry. He began his career in asset management, creating sophisticated options strategies for high net worth individuals, hedging portfolios and implementing income-generating overlay strategies. He transitioned into wealth management, enjoying the personal interaction with clients, helping them achieve their goals and empowering them to take control of their financial lives.
In his free time, you will find Edzai relaxing with his family, binge watching a good show or coaching his children’s sports teams. When his children allow, he also enjoys reading a good book with an ice cold craft beer for company.
Question & Answer
What are your service offerings?
Tobias Financial Advisors prov...
investment advisory
and tax services as well as on...
college planning
income tax planning
as well as insurance and estat...
couples
families
and businesses.
Do you have an area of expertise or specialization?
Business Owners
Corporate Executives
Estate & Generational Planning...
High Net Worth Client Needs
Medical Professionals
Tax Planning
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Edzai K Chimedza'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
September 13, 2021 - Present
TOBIAS FINANCIAL ADVISORS
Office #1: 1000 S. Pine Island Road Suite 450, Plantation, FL 33324RIA
CRD#: 104711
Plantation, FL
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".
TOBIAS FINANCIAL ADVISORS
BENJAMIN A. TOBIAS | TOBIAS FINANCIAL ADVISORS, INC. | TOBIAS FINANCIAL ADVISORS INC | TOBIAS FINANCIAL ADVISORS
CRD#: 104711 / SEC#: 801-33972
RIA
Registered Investment Advisory firm - (2/27/1989 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.Highlighted states indicate IAR registrations
IAR
Florida(9/13/2021)
IAR
Texas(10/21/2024)
Current Firm
TOBIAS FINANCIAL ADVISORS
BENJAMIN A. TOBIAS | TOBIAS FINANCIAL ADVISORS, INC. | TOBIAS FINANCIAL ADVISORS INC | TOBIAS FINANCIAL ADVISORS
CRD#: 104711 / SEC#: 801-33972
RIA
Registered Investment Advisory firm - (2/27/1989 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
1000 S. Pine Island Road Suite 450, Plantation, FL 33324
Mailing Address
Phone number
(954) 424-1660
Established
Firm type
Fiscal year end
# of Employees
25
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,967 |
| AUM (Assets Under Management) | $ 892,240,795 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/29/2025 | ||
| 10/28/2024 | ||
| 07/28/2023 |
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.
Company Information
TOBIAS FINANCIAL ADVISORS
CRD#: 104711Plantation, FL 33324TRUST BUT VERIFY
Monitor Edzai Chimedza
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
(xxx) xxx-xxxx
