Edward Munoz, financial advisor Parsippany NJ
93 score

Edward Munoz

CRD Number: 5377729
Current Firm: Ronald Gelok & Associates, LLC

Edward Munoz (CRD# 5377729) is an Investment Advisor Representative working at Ronald Gelok & Associates, LLC in Parsippany, NJ and has over 10 years of experience in the finance industry.

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Sri Investing
Company Name Location Dates Years
Ronald Gelok & Associates LLC Parsippany, NJ Jan 2018 - Current < 1
Global Financial Private Capital, LLC Sarasota, FL Mar 2017 - Dec 2017 < 1
Gf Investment Services, LLC Sarasota, FL Mar 2017 - Dec 2017 < 1
Ronald Gelok & Associates Parsippany, NJ Mar 2017 - Dec 2017 < 1
Metlife Securities Inc. Fairfield, NJ Dec 2014 - Mar 2017 2
Park Avenue Securities LLC New York, NY Jul 2013 - Dec 2014 1
Guardian Life Insurance Co New York, NY Jun 2013 - Dec 2014 1
Merrill Lynch, Pierce, Fenner & Smith Inc. Florham Park, NJ Sep 2010 - Jul 2013 2
United Parcel Service Atlanta, GA Nov 2002 - Sep 2010 7
Axa Advisors New York, NY Oct 2007 - Feb 2009 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2007
Contact Info for Edward T. Munoz
Phone Number: (973) 917-4556
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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