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Edward Edgar Bao

Smallwood Wealth Management

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About Edward Edgar Bao

Edward Edgar Bao Jr. is an investment advisor representative at Smallwood Wealth Management. Edward Edgar Bao Jr. has been in the industry since February 1993. Edward Edgar Bao Jr. holds Series 7, Series 66, and SIE licenses and has a Certified Financial Planner designation. Edward Edgar Bao Jr. also has prior experience at Commonwealth Financial Network, Securities America, Inc., Jefferies Execution Services, Inc., PAX Clearing Corporation, and Gruntal & Co. Incorporated.

Firm Information

Edward Bao is currently registered with Smallwood Wealth Management. Smallwood Wealth Management is a wealth management firm based in Red Bank, NJ. They provide financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, and charitable organizations. The firm manages approximately $262,572,352 in assets, with approximately 874 accounts under management. They also offer a wrap fee program and participate in various advisory functions.
Smallwood Wealth Management

199 BROAD STREET

RED BANK, NJ 07701

$262.57M

Assets Under Management

40

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Edward Bao’s Registration & Firm History

NJ

08/12/2022 - Present

Smallwood Wealth Management (RED BANK NJ)

NJ

05/18/2011 - 11/08/2016

COMMONWEALTH FINANCIAL NETWORK (Red Bank NJ)

NJ

07/22/2008 - 05/17/2011

SECURITIES AMERICA, INC. (SHREWSBURY NJ)

NY

10/29/1998 - 04/17/2008

JEFFERIES EXECUTION SERVICES, INC. (NEW YORK NY)

IL

11/27/2001 - 11/11/2002

PAX CLEARING CORPORATION (CHICAGO IL)

NY

04/25/1991 - 04/21/1995

GRUNTAL & CO. INCORPORATED (NEW YORK NY)

NY

08/25/1988 - 07/31/1990

GRUNTAL & CO. INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 12/10/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/20/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Edward Edgar Bao.
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