Walter Wright Edler

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 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

• 01/2012 → 05/2024
  Pioneer Funds Distributor, Inc.
  Boston, MA
• 05/2024 → Present
  Raymond James & Associates, Inc.
  Mobile, AL

Previous Registrations

• 2021-01-04 → 2024-04-19
  Amundi Asset Management Us, Inc.
  Boston, MA
• 2012-01-17 → 2020-12-31
  Amundi Pioneer Institutional Asset Management, Inc.
  Boston, MA
• 2009-11-26 → 2010-08-31
  Directed Services Llc
  Rancho Santa Margarita, CA
  Excelsior, MN
  Rancho Margarita, CA
  West Chester, PA
  West Chester, PA
  West Chester, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-11-24
• S63 Uniform Securities Agent State Law Examination
  1992-06-17

Other Names

• W Wright Elder
• Walter Wright
• Wright Edler
• Walter Wright Edler
• Walter W Edler