Marcos Edmiston, financial advisor South Jordan UT
93 score

Marcos Edmiston

CRD Number: 5299451
Current Firm: Morgan Stanley

Marcos Edmiston (CRD# 5299451) is an Investment Advisor Representative working at Morgan Stanley in South Jordan, UT and has over 9 years of experience in the finance industry.

Similar Advisors
Jeffrey Zesiger, financial advisor South Jordan UT
Jeffrey D. Zesiger
CRD# 2649450
Uma Financial Services Inc.
Score
101
Similar Advisors
Brady Ririe, financial advisor South Jordan UT
Brady H. Ririe
CRD# 5747247
Morgan Stanley
Score
100
Similar Advisors
Alan Battles, financial advisor South Jordan UT
Alan R. Battles
CRD# 1008455
Brighton Wealth Management, Inc.
Score
98
Company Name Location Dates Years
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Current 1
Morgan Stanley Tampa, FL Jun 2009 - Current 7
Citigroup Global Markets Inc. Tampa, FL Jul 2008 - Jun 2009 < 1
E*trade Securities LLC Tampa, FL Feb 2007 - Jul 2008 1
H & E Homes, Inc. Tampa, FL Feb 2003 - Nov 2007 4
Tias Tex Mex Tampa, FL Jun 2001 - Sep 2006 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2007
S66 NASAA Uniform Combined State Law Examination Nov 2008
Contact Info for Marcos E. Edmiston
Phone Number: 914-225-5510
Registered State(s):
  • FL
  • UT
  • TX
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Marcos Edmiston and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.