Edwin Leo Shedd
Investment Adviser Representative at Consultiva Wealth Management, Corp.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Edwin Leo Shedd is an investment adviser representative with Consultiva Wealth Management, Corp. in Miami, FL, where they have been registered since 2023. They have worked in the securities industry since 2015 and have been registered with 6 firms, including Raymond James & Associates, Inc. and Wells Fargo Clearing Services, LLC. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 66 (combined investment adviser and state securities agent), and Series 7 (general securities representative). They are registered to provide investment advice in Florida and New York.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Florida, New York
- Broker:
3 states and territories
Florida, New York, Texas
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.
- SELF EmployedJan 2013 – Aug 2017Miami, FL
- Portfolio Resources Group Inc.Aug 2017 – Jan 2018Miami, FL
- Wells Fargo Clearing Services, LLCAug 2020 – Mar 2021Miami, FL
- Santander Private BANKJan 2018 – Aug 2020Miami, FL
- Raymond James AssociatesMar 2021 – Feb 2023Miami, FL
- Trade Bridge Capital LLCFeb 2023 – no end date reportedMiami, FL
- Consultiva Wealth Management CorpFeb 2023 – no end date reportedMiami, FL
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Consultiva Wealth Management, Corp.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- 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
Independent investment advisory services including plans for individuals and families, companies and institutions, endowment funds and foundations, credit unions, and retirement plans.
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 10
- Offices listed on AdvisorFinder:
- 2
- Main office:
- San Juan, PR
- SEC file number:
- 801-57175
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of April 14, 2026
View full firm profileOther advisors at Consultiva Wealth Management, Corp.
9 other advisors in the directory
Similar advisors in Miami, FL
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Edwin Leo Shedd 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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