Edwin Leo Shedd
Investment adviser representative at Consultiva Wealth Management, Corp.
13 yearsExperience
2 statesRegistered in
$532.7MFirm assets
26 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Consultiva Wealth Management, Corp.Feb 2023 to now
- Trade Bridge Capital LLCFeb 2023 to now
- Raymond James AssociatesMar 2021 to Feb 2023
- Wells Fargo Clearing Services, LLCAug 2020 to Mar 2021
- Santander Private BankJan 2018 to Aug 2020
- Portfolio Resources Group Inc.Aug 2017 to Jan 2018
- Self EmployedJan 2013 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2010
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (FL, NY).
Consultiva Wealth Management, Corp.
$532.7MAssets managed
137Clients
11Advisers
26 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
- 4652940
- Firm CRD
- 111846