Won Son Erdman

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2018 → 04/2022
  Waldron Private Wealth, Llc
  Bridgeville, PA
• 01/2014 → 03/2018
  Bny Mellon Wealth Management
  Pittsburgh, PA
• 05/2022 → Present
  Raymond James Financial Services Advisors, Inc.
  Pittsburgh, PA

Previous Registrations

• 2018-05-11 → 2022-05-17
  Waldron Private Wealth
  Bridgeville, PA
• 2011-01-27 → 2014-01-14
  Hunter Associates Llc
  Pittsburgh, PA

Other Businesses

(1)Name of Business: Alliance of Merger and Acquisition Advisors Address: 5231 Karrington Dr, Gibsonia, PA, 15044, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Advisory Board Investment Related: Yes Start Date: 06/01/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Contribute to educational content ideas; meeting for one hour, once a month. (2)Name of Business: Alliance of Merger and Acquisition Advisors, LLC Address: 5231 Karrington Rd, Gibsonia, PA, 15044, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Committee Member Investment Related: Yes Start Date: 09/10/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: AM&AA Pittsburgh Chapter Executive Committee Member\nResponsibilities to include meeting once every month (via zoom) to brainstorm/plan educational events for AM&AA members. (3)Name of Business: LoBo One LLC Address: 2071 Blackberry Lane, Valencia, PA, 16059, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 01/09/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Contribute cash periodically (4)Name of Business: Shorebridge Wealth Management Address: 600 Waterfront Dr Ste 125, Pittsburgh, PA, 15222-4751, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/15/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial advisor for clients (5)Name of Business: Underwriters Brokerage Service Address: 600 Waterfront Dr Ste 125, Pittsburgh, PA, 15222-4751, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 01/01/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Place life insurance and/or disability insurance policies through this company.

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-07-08
• S65 Uniform Investment Adviser Law Examination
  2018-05-10
• S66 Uniform Combined State Law Examination
  2010-12-09

Other Names

• Won Son Erdman