Edward W Lapinski III
Investment Adviser Representative at Wells Fargo Advisors
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Edward W. Lapinski III is an investment adviser representative with Wells Fargo Advisors in Philadelphia, PA, where they have been registered since 2024. They have worked in the securities industry since 2013 and have been registered with 5 firms, including TD Private Client Wealth LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Pennsylvania.
Registrations & licenses
- Investment adviser:
- Pennsylvania
- Broker:
6 states and territories
Delaware, Florida, Massachusetts, New Jersey, New York, Pennsylvania
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- First Niagara BANKOct 2012 – Jun 2017Macungie, PA
- Santander Securities, LLCJun 2017 – Apr 2019Dorchester, MA
- Santander BANK, NAJun 2017 – Apr 2019Boston, MA
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2019 – May 2022Allentown, PA
- Bank of America, N.A.Apr 2019 – May 2022Allentown, PA
- UnemployedMay 2022 – Feb 2023Philadelphia, PA
- TD Bank N.A.Feb 2023 – Dec 2023Philadelphia, PA
- TD Private Client Wealth LLCFeb 2023 – Dec 2023Philadelphia, PA
- Wells Fargo Clearing Services, LLCAug 2024 – no end date reportedChesterbrook, PA
- Gallagher insuranceJan 2024 – Feb 2024Rolling meadows, IL
- UnemployedMar 2024 – Aug 2024Philadelphia, PA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Wells Fargo Advisors
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Commissions
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Monitor account performance, allocations, and holdings; view real-time quotes, stock data, and trading information; read market news and research; transfer money between investment and bank accounts.
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 14,697
- Offices listed on AdvisorFinder:
- 26
- Main office:
- St. Louis, MO
- SEC file number:
- 801-37967
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of October 1, 2026
View full firm profileOther advisors at Wells Fargo Advisors
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Edward W Lapinski III has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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