Edwin
Shedd
Consultiva Wealth Management, Corp
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About this Advisor
Edwin Shedd is a financial advisor based out of Miami, Florida. Shedd works at Consultiva Wealth Management, Corp. The advisor has gained experience at Northwestern Mutual Investment Services, LLC, Northwestern Mutual Life Insurance Company, Portfolio Resources Group Inc, Wells Fargo Clearing Services, LLC, Santander Private Bank, Raymond James Associates, Trade Bridge Capital LLC and Consultiva Wealth Management Corp. Shedd has Series 63, Series 65 and Series 66 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in Florida and New York. Consultiva Wealth Management, Corp is a registered investment company operating out of San Juan, PR. The firm has a total of 23 people on staff. It controls $453 million in assets under management among its 123 customer accounts, placing it among the bigger financial advisory firms in the United States by assets under management. The firm serves 30 charities and foundations. Of its 123 customer accounts, 33% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. Consultiva Wealth Management, Corp provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. Financial management fee schedules usually are based on the services offered. However, fees billed by Consultiva Wealth Management, Corp may include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Consultiva Wealth Management, Corp Brokerage Details
$452,823,634
23
123
$3,681,493
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Edwin Shedd Work History
Edwin has been registered as a financial advisor for 0 years.*
Trade Bridge Capital LLC
Consultiva Wealth Management Corp
Raymond James Associates
Wells Fargo Clearing Services, LLC
Santander Private Bank
Portfolio Resources Group Inc
Northwestern Mutual Investment Services, LLC
Northwestern Mutual Life Insurance Company
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Edwin Shedd to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Consultiva Wealth Management, Corp
San Juan, PR
San Juan, PR
Miami, FL
San Juan, PR
San Juan, PR
San Juan, PR
San Juan, PR
San Juan, PR
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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