Edgar Ochoa Benitez

WAVE WEALTH

TAMPA, FL 33647

Some features on this profile are disabled

CRD#: 7934299

Professional summary

Edgar Ochoa Benitez, who also goes by Edgar Ochoa, is a registered financial advisor currently at WAVE WEALTH located in Tampa, Florida.

Edgar is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Edgar has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Edgar Ochoa

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.

1) WAVE TAX & FINANCIAL SOLUTIONS; NON-INVESTMENT RELATED; 15310 AMBERLY DR., #210, TAMPA, FL 33647; TAX AND ACCOUNTING SERVICES; FINANCIAL ANALYST; 01/2023; APPROX. 80 HOURS PER MONTH DURING TRADING AND NON-TRADING HOURS; TAX AND FINANCIAL STRATEGY ANALYST FOR INDIVIDUALS AND BUSINESSES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edgar Ochoa Benitez'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

August 8, 2024 - Present

WAVE WEALTH

Office #1: 15310 Amberly Dr #210, Tampa, FL 33647

RIA

CRD#: 331913

TAMPA, FL

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
(8/8/2024)

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: 8/3/2023

Uniform Investment Adviser Law Examination

Current Firm

WAVE WEALTH

WAVE TAX AND FINANCIAL SOLUTIONS | WAVE WEALTH LLC | WAVE WEALTH

CRD#: 331913 / SEC#:

Florida

Registered Investment Advisory firm - (8/8/2024 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

15310 Amberly Dr #210, Tampa, FL 33647

Mailing Address

Phone number

(786) 724-8913

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	27
AUM (Assets Under Management)	$ 1,853,000

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.

Similar Advisors

Ronald Oldano

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Wesley Chapel, FL

Gustavo Delgado Alicea

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

IAR

Brandon, FL

Lee Gorgas

CHARLES SCHWAB & CO., INC.

IAR

Tampa, FL

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Edgar Ochoa Benitez

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edgar Ochoa Benitez's CRS (Customer Relationship Summary).

Certified licenses

Experience

WAVE WEALTH

State Registrations and Notice Filings

Exams

Series 65

Date: 8/3/2023

Current Firm

WAVE WEALTH

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WAVE WEALTH

TRUST BUT VERIFY

Similar Advisors