Cole R. Edmiston
Professional summary
Cole Ray Edmiston, CFP®, who also goes by Cole Edmiston, is a registered financial advisor currently at VENTURI PRIVATE WEALTH located in Austin, Texas.
Cole is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Cole has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Cole Ray Edmiston's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 10, 2019 - Present
VENTURI PRIVATE WEALTH
Office #1: 3600 N. Capital Of Texas Hwy. Building B, Suite 200, Austin, TX 78746September 25, 2017 - May 14, 2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
August 17, 2017 - May 14, 2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
VENTURI PRIVATE WEALTH
CRD#: 169576 / SEC#: 801-78932
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/10/2019)
Exams
Current Firm
VENTURI PRIVATE WEALTH
CRD#: 169576 / SEC#: 801-78932
Contact information
SEC notice filing (12 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 4,488 |
| AUM (Assets Under Management) | $ 3,178,913,424 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/26/2025 | ||
| 02/03/2025 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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