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Robert Eugene Filosa

Atlantic Edge Private Wealth Management

Jacksonville, FL

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Current Employers
Atlantic Edge Private Wealth Management

Jacksonville, FL • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-01-29
  • FL RA
    APPROVED
    Since 2024-01-29

Branch Locations

Jacksonville, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bdo Wealth Advisors, Llc Jacksonville FL 05/2019 11/2023
Cambridge Associates San Francisco CA 11/2017 04/2019
United States Navy Coronado CA 05/2007 10/2017
Atlantic Edge Private Wealth Management Jacksonville FL 01/2024 Present
  • 05/2019 → 11/2023
    Bdo Wealth Advisors, Llc
    Jacksonville, FL
  • 11/2017 → 04/2019
    Cambridge Associates
    San Francisco, CA
  • 05/2007 → 10/2017
    United States Navy
    Coronado, CA
  • 01/2024 → Present
    Atlantic Edge Private Wealth Management
    Jacksonville, FL
Previous Registrations
  • 2019-09-13 → 2023-11-02
    Bdo Wealth Advisors, Llc
    Jacksonville, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-06-28
  • S65 Uniform Investment Adviser Law Examination
    2019-06-28

View on SEC IAPD

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