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Robert Eugene Filosa

Investment Adviser Representative at ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT

Jacksonville, FLCRD #7160306Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
7 yrs
States Registered
1 states
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Robert Eugene Filosa has worked in the securities industry since 2019. They are registered to provide investment advisory services in Florida.

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 1 states
Florida
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 6/28/2019

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
Over $10,000,0000.30%
Up to $1,000,0001.00%
Next $4,000,0000.75%
Next $5,000,0000.50%
Source

Atlantic EDGE Private Wealth Management Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

ATLANTIC EDGE PRIVATE WEALTH MANAGEMENTCurrent
1/29/2024Jacksonville, FL
BDO WEALTH ADVISORS, LLC
9/13/201911/2/2023Jacksonville, FL

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT

4 other advisors in the directory

View ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Robert Eugene Filosa 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.

Robert Eugene Filosa - Financial Advisor in Jacksonville, FL | AdvisorFinder