Edwin A. Fermin

EFG PRIVATE WEALTH MANAGEMENT (AMERICAS)

MIAMI, FL 33131

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CRD#: 6698795

Professional summary

Edwin Andres Fermin is a registered financial advisor currently at EFG PRIVATE WEALTH MANAGEMENT (AMERICAS) CORP. located in Miami, Florida.

Edwin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Edwin has worked at 1 firm and has passed the Series 65 and SIE exams.

At a Glance

Always Fiduciary

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edwin Andres Fermin'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

August 17, 2026 - Present

EFG PRIVATE WEALTH MANAGEMENT (AMERICAS) CORP.

Office #1: 701 Brickell Avenue Suite 1310, Miami, FL 33131

RIA

CRD#: 158905

MIAMI, 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".

EFG PRIVATE WEALTH MANAGEMENT (AMERICAS) CORP.

EFG ASSET MANAGEMENT (AMERICAS) CORP | EFG PRIVATE WEALTH MANAGEMENT (AMERICAS) CORP. | EFG ASSET MANAGEMENT (US) CORP | EFG ASSET MANAGEMENT (AMERICAS) CORP.

CRD#: 158905 / SEC#: 801-72773

RIA

Registered Investment Advisory firm - (10/3/2011 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
(8/17/2026)

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 65

Date: 7/22/2026

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 8/12/2026

Securities Industry Essentials Examination

Current Firm

EFG PRIVATE WEALTH MANAGEMENT (AMERICAS) CORP.

EFG ASSET MANAGEMENT (AMERICAS) CORP | EFG PRIVATE WEALTH MANAGEMENT (AMERICAS) CORP. | EFG ASSET MANAGEMENT (US) CORP | EFG ASSET MANAGEMENT (AMERICAS) CORP.

CRD#: 158905 / SEC#: 801-72773

RIA

Registered Investment Advisory firm - (10/3/2011 Approved)

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Contact information

Main Address

701 Brickell Avenue Suite 1310, Miami, FL 33131

Mailing Address

Phone number

(305) 482-8000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

EFGAM WRAP FEE PROGRAM BROCHURE NOVEMBER 2024 (12/10/2025)

EFGAM FORM ADV 2A OCTOBER 2025 (12/10/2025)

Regulatory assets under management

Total Number of Accounts	678
AUM (Assets Under Management)	$ 1,915,401,213

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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Edwin A. Fermin

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edwin Andres Fermin's CRS (Customer Relationship Summary).

Certified licenses

Experience

EFG PRIVATE WEALTH MANAGEMENT (AMERICAS) CORP.

Primary Firm SEC Registration

EFG PRIVATE WEALTH MANAGEMENT (AMERICAS) CORP.

State Registrations and Notice Filings

Exams

Series 65

Date: 7/22/2026

SIE

Date: 8/12/2026

Current Firm

EFG PRIVATE WEALTH MANAGEMENT (AMERICAS) CORP.

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

EFG PRIVATE WEALTH MANAGEMENT (AMERICAS) CORP.

TRUST BUT VERIFY

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