Edwin Lugo II
Investment Adviser Representative at RMR Wealth Management
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Edwin Lugo II is an investment adviser representative with RMR Wealth Management in Westport, CT, where they have been registered since 2026. They have worked in the securities industry since 2023 and were previously registered with Brown Capital Management Inc. They have passed 2 industry qualification exams, including the Series 6 (investment company and variable products) and Series 3 (commodity futures). They are registered to provide investment advice in Connecticut.
Registrations & licenses
- Investment adviser:
- Connecticut
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.
- RMR Wealth ManagementJun 2026 – no end date reportedNew York, NY
- EL2 Capital, LLCNov 2021 – no end date reportedWestport, CT
- Franklin TempletonJun 2006 – Sep 2021New York, NY
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About RMR Wealth Management
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Estimated blended rate
- 0.025
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
Portfolio Management, Retirement Planning, Alternative Investments, Estate Planning, Insurance Planning, and Educational Savings Planning
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 7
- Offices listed on AdvisorFinder:
- 1
- Main office:
- New York, NY
- SEC file number:
- 801-70823
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 31, 2026
View full firm profileOther advisors at RMR Wealth Management
6 other advisors in the directory
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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. Edwin Lugo II 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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