Shaun Edusada
Investment adviser representative at Uhy Wealth Management Ria LLC
13 yearsExperience
2 statesRegistered in
$102.6MFirm assets
Under 1 yearFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Osaic WealthAug 2026 to now
- Uhy Wealth Management Ria LLCApr 2026 to now
- LPL Enterprise, LLCNov 2024 to Mar 2026
- Prudential Insurance Company of AmericaOct 2021 to Mar 2026
- Pruco Securities, LLC.Apr 2021 to Nov 2024
- Marriott InternationalNov 2019 to Apr 2021
- Irvine MarriottDec 2018 to Nov 2019
- Marriott Marquis San Diego MarinaApr 2013 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (CA, MI).
Uhy Wealth Management Ria LLC
$102.6MAssets managed
89Clients
10Advisers
Under 1 yearIn 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
- 7332672
- Firm CRD
- 317608