Edward L. Neveleff

ENROUTE WEALTH MANAGEMENT

Gaithersburg, MD 20878

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CRD#: 5833970

Professional summary

Edward Louis Neveleff, CFP®, who also goes by Edward L Neveleff, Edward Neveleff, is a registered financial advisor currently at ENROUTE WEALTH MANAGEMENT, LLC located in Gaithersburg, Maryland.

Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Edward has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Edward L Neveleff | Edward Neveleff

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 THE OTHER BUSINESS: SENIOR INSURANCE SERVICES INVESTMENT-RELATED: NO ADDRESS OF THE OTHER BUSINESS: 15807 LAUTREC COURT, NORTH POTOMAC, MD 20878 YOUR POSITION OR TITLE: OWNER NATURE OF THE OTHER BUSINESS: INSURANCE START DATE: 1999 APPROXIMATE NUMBER OF HOURS/MONTH: 4 APPROXIMATE NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS: SERVICING EXISTING BOOK OF INSURANCE CLIENT. LONG TERM CARE INSURANCE, NO NEW BUSINESS COMPENSATION: YES

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward Louis Neveleff'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®

CFP^®

Certified Financial Planner

Start date: 2008

Experience

Current

November 13, 2019 - Present

ENROUTE WEALTH MANAGEMENT, LLC

Office #1: 15807 Lautrec Ct, Gaithersburg, MD 20878

RIA

CRD#: 306006

Gaithersburg, MD

Past

March 19, 2019 - August 22, 2019

CUNA BROKERAGE SERVICES, INC.

RIA

CRD#: 13941

Alexandria, VA

Past

March 19, 2019 - August 22, 2019

CUNA BROKERAGE SERVICES, INC.

CRD#: 13941

Alexandria, VA

Past

June 16, 2011 - March 6, 2019

CUSO FINANCIAL SERVICES, L.P.

RIA

CRD#: 42132

OXON HILL, MD

Past

June 16, 2011 - March 6, 2019

CUSO FINANCIAL SERVICES, L.P.

CRD#: 42132

OXON HILL, MD

Past

November 17, 2010 - April 7, 2011

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

COLUMBIA, MD

Past

October 22, 2010 - April 7, 2011

EQUITABLE ADVISORS, LLC

CRD#: 6627

COLUMBIA, MD

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

Maryland
(11/13/2019)

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: 11/16/2010

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: 10/21/2010

General Securities Representative Examination

Current Firm

ENROUTE WEALTH MANAGEMENT, LLC

CRD#: 306006 / SEC#:

Maryland

Registered Investment Advisory firm - (11/13/2019 Approved)

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Contact information

Main Address

Gaithersburg, MD

Mailing Address

Phone number

(301) 213-6840

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	31
AUM (Assets Under Management)	$ 11,520,000

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.

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Edward L. Neveleff

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward Louis Neveleff's CRS (Customer Relationship Summary).

Certified licenses

Experience

ENROUTE WEALTH MANAGEMENT, LLC

CUNA BROKERAGE SERVICES, INC.

CUNA BROKERAGE SERVICES, INC.

CUSO FINANCIAL SERVICES, L.P.

CUSO FINANCIAL SERVICES, L.P.

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/16/2010

SIE

Date: 10/1/2018

Series 7

Date: 10/21/2010

Current Firm

ENROUTE WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ENROUTE WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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