Edward Wojton (CRD# 5636657) is an Investment Advisor Representative working at Gallagher Fiduciary Advisors, LLC in Atlanta, GA and has over 10 years of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gallagher Fiduciary Advisors, LLC | Atlanta, GA | Jul 2023 - Current | < 1 |
| Resource Investment Advisors | Atlanta, GA | Apr 2021 - Jul 2023 | 2 |
| Cvags, Llc D/b/a Clearview Group | Atlanta, GA | Mar 2016 - Apr 2021 | 5 |
| Voya Financial Partners | Windsor, CT | Sep 2014 - Mar 2016 | 1 |
| Voya Life Insurance And Annuity Company | Windsor, CT | Jun 2007 - Mar 2016 | 8 |
| Ing Financial Advisers LLC | Windsor, CT | Jan 2009 - Sep 2014 | 5 |
| Ing | Windsor, CT | Jun 2007 - Sep 2014 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2014 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2023 |
- GA
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Total Assets Under Management10,243MILLIONS
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Total Number of Accounts4,100ACCOUNTS
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Average Account Value$2,498,409
- A percentage of assets under your management
- Hourly charges
- 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)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, VT, WA, WI, WV, WY
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