Edwin Thomas Wilson
Investment Adviser Representative at Newfront Retirement Services, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Edwin Thomas Wilson is an investment adviser representative with Newfront Retirement Services, Inc. in Phoenix, AZ, where they have been registered since 2022. They have worked in the securities industry since 2014 and were previously registered with Vanguard Marketing Corporation. They have passed 3 industry qualification exams, including the Series 7 (general securities representative) and Series 63 (state securities agent). They are registered to provide investment advice in Arizona and California.
Registrations & licenses
- Investment adviser:
- Arizona, California
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.
- THE Vanguard Group, Inc.Sep 2014 – Dec 2021Scottsdale, AZ
- Newfront Retirement Services, Inc.Nov 2021 – no end date reportedSan Francisco, AZ
- ABD Insurance & Financial Services, Inc.Nov 2021 – no end date reportedSan Mateo, CA
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Newfront Retirement Services, Inc.
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
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
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
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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 Thomas Wilson 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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