William B. Edwards

RUDD AND WISDOM

Austin, TX 78759

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CRD#: 7662254

Professional summary

William Brady Edwards is a registered financial advisor currently at RUDD AND WISDOM, INC. located in Austin, Texas.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. William has worked at 1 firm .

Question & Answer

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.

Hartlane Investments, LLC Investment-related 3701 Hidden hollow, Austin TX 78731 Rental Property ownership/management Owner No relationship with the other business NA 4 hours a month 0 hours Finding, retaining tenants, rent collection, property management

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Brady Edwards'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®

None

Experience

Current

January 16, 2023 - Present

RUDD AND WISDOM, INC.

Office #1: 9500 Arboretum Blvd Suite 200, Austin, TX 78759

RIA

CRD#: 115092

Austin, TX

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

Texas
(1/16/2023)

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

Current Firm

RUDD AND WISDOM, INC.

CRD#: 115092 / SEC#:

Texas

Registered Investment Advisory firm - (2/26/2002 Approved)

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Contact information

Main Address

9500 Arboretum Blvd Suite 200, Austin, TX 78759

Mailing Address

9500 Arboretum Blvd Suite 200, Austin, TX 78759

Phone number

(512) 346-1590

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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