Edward
Bao
Smallwood Wealth Management
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About this Advisor
Edward Bao is a financial advisor based in Red Bank, New Jersey, working with Smallwood Wealth Management. Edward has previously held positions at Commonwealth Financial Network, Purshe Kaplan Sterling Investments, Hanlon Investment Management D/B/A Smallwood Wealth Management, Smallwood Associates, LTD, Smallwood Investment Wealth Management, LLC, and Regulus Financial Group, LLC. Edward has passed the Series 66 regulatory exam and is registered to provide services in New Jersey and North Carolina. Currently, Edward is part of Smallwood Wealth Management, which operates out of Red Bank, New Jersey. The firm has 12 employees and manages assets totaling $294.5 million. Smallwood Wealth Management serves charitable organizations and high-net-worth individuals, offering financial planning services and portfolio management for individuals and small businesses. The fee structure at Smallwood Wealth Management includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Smallwood Wealth Management Brokerage Details
$294,528,469
12
406
$725,440
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Edward Bao Work History
Regulus Financial Group, LLC
Smallwood Associates, LTD
Smallwood Investment Wealth Management, LLC
Purshe Kaplan Sterling Investments
Hanlon Investment Management D/B/A Smallwood Wealth Management
Commonwealth Financial Network
Disclosures
Please visit the SEC profile of Edward Bao to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Smallwood Wealth Management
Red Bank, NJ
Red Bank, NJ
Red Bank, NJ
Red Bank, NJ
Red Bank, NJ
Red Bank, NJ
Red Bank, NJ
Red Bank, NJ
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