Edison Aracena Lorenzo (CRD# 7173859) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Fort Lee, NJ and has over 4 years of experience in the finance industry.
CRD# 5729536
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5784181
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4132890
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Citigroup | New York, NY | May 2021 - Current | 3 |
| J.p. Morgan Securities LLC | Bronx, NY | Aug 2019 - May 2021 | 1 |
| Jpmorgan Chase Bank, N.a. | Bronx, NY | May 2018 - May 2021 | 3 |
| Citibank | New York, NY | Feb 2017 - May 2018 | 1 |
| Pay-o-matic | New York, NY | Jul 2016 - Mar 2017 | < 1 |
| Family Dollar Stores | Bronx, NY | Jun 2016 - Jul 2016 | < 1 |
| Unemployed | Bronx, NY | May 2016 - Jun 2016 | < 1 |
| Plg | Clifton, NJ | May 2015 - May 2016 | 1 |
| Staff Management Group Crs | Clifton, NJ | Mar 2015 - Jun 2015 | < 1 |
| Unemplpyed | Bronx, NY | Jan 2015 - Mar 2015 | < 1 |
| Corporate Resource Services, Inc. | Clifton, NJ | Jul 2014 - Jan 2015 | < 1 |
| Hostos Community College | Bronx, NY | Sep 2012 - Dec 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2019 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2022 |
- NY
-
Total Assets Under Management40,516MILLIONS
-
Total Number of Accounts53,880ACCOUNTS
-
Average Account Value$751,976
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.