Edward P. Shaffer

DESIGNED WEALTH USA LTD. | Associate Financial Advisor

Charleston, SC

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CRD#: 5692525

Professional summary

Edward Patrick Shaffer, who also goes by Edward Patrick Shaffer, Ed Shaffer, is a registered financial advisor currently at DESIGNED WEALTH USA LTD. located in Charleston, South Carolina.

Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Edward has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

What are your service offerings?

Family Finances

Sustainable and Responsible In...

Retirement Income Strategies

Are you a "fiduciary"?

Yes

Aliases

Edward Patrick Shaffer | Ed Shaffer

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward Patrick Shaffer'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 3, 2026 - Present

DESIGNED WEALTH USA LTD.

RIA

CRD#: 337487

Charleston, SC

Past

July 6, 2016 - March 2, 2026

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

MT. PLEASANT, SC

Past

July 6, 2016 - March 2, 2026

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MT. PLEASANT, SC

Past

February 4, 2015 - July 1, 2016

VOYA FINANCIAL ADVISORS, INC.

RIA

CRD#: 2882

WILLIAMSPORT, PA

Past

August 23, 2012 - July 1, 2016

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

WILLIAMSPORT, PA

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".

DESIGNED WEALTH USA LTD.

CRD#: 337487 / SEC#: 801-134267

RIA

Registered Investment Advisory firm - (8/29/2025 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

South Carolina
(3/3/2026)

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: 3/14/2013

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/22/2012

General Securities Representative Examination

Current Firm

DESIGNED WEALTH USA LTD.

CRD#: 337487 / SEC#: 801-134267

RIA

Registered Investment Advisory firm - (8/29/2025 Approved)

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Contact information

Main Address

Toronto

Mailing Address

Phone number

(705) 930-1218

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DESIGNED WEALTH USA LTD. - ADV PART 2 BROCHURE (8/6/2025)

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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Firm Stability Insights

Edward P. Shaffer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward Patrick Shaffer's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

VOYA FINANCIAL ADVISORS, INC.

VOYA FINANCIAL ADVISORS, INC.

Primary Firm SEC Registration

DESIGNED WEALTH USA LTD.

State Registrations and Notice Filings

Exams

Series 66

Date: 3/14/2013

SIE

Date: 10/1/2018

Series 7

Date: 8/22/2012

Current Firm

DESIGNED WEALTH USA LTD.

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

DESIGNED WEALTH USA LTD.

TRUST BUT VERIFY

Contact information

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