Edward Thomas Munoz
Investment adviser representative at Fourstar Wealth Advisors, LLC
9 yearsExperience
1 stateRegistered in
$1.4BFirm assets
9 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
Experience
9 years in the industry.
- Fourstar Wealth Advisors, LLCSep 2023 to now
- Fortis Capital Advisors, LLCMar 2023 to Sep 2023
- LPL Financial, LLCSep 2021 to Mar 2023
- Principal Life Insurance CompanyFeb 2019 to Sep 2021
- Principal Securities IncFeb 2019 to Sep 2021
- Ronald Gelok & Associates LLCJan 2018 to Feb 2019
- Gf Investment Services, LLCMar 2017 to Dec 2017
- Global Financial Private Capital, LLCMar 2017 to Dec 2017
- Ronald Gelok & AssociatesMar 2017 to Dec 2017
- Metlife Securities IncDec 2014 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Fourstar Wealth Advisors, LLC
$1.4BAssets managed
1,798Clients
44Advisers
9 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
- 5377729
- Firm CRD
- 169613