Edwin Lugo
Investment adviser representative at Rmr Wealth Management
20 yearsExperience
1 stateRegistered in
CFADesignation
$195.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
20 years in the industry.
- Rmr Wealth ManagementJun 2026 to now
- El2 Capital, LLCNov 2021 to now
- Franklin TempletonJun 2006 to Sep 2021
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CT).
Rmr Wealth Management
$195.4MAssets managed
189Clients
8Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1835737
- Firm CRD
- 152266