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Chief Compliance Officer, Chief Financial Officer & Chief Operations Officer · Tobias Financial Advisors

Edgar N. Collado

CRD 3235782 · Named on Form ADV at one SEC-registered adviser

At a glance

Tobias Financial Advisors, an SEC-registered wealth manager based in Plantation, FL with $1.2 billion in regulatory assets, lists Edgar N. Collado on its Form ADV as Chief Compliance Officer, Chief Financial Officer & Chief Operations Officer, a control person.

Firms and roles

  • Tobias Financial AdvisorsChief Compliance Officer, Chief Financial Officer & Chief Operations OfficerWealth manager · Plantation, FL · $1.2B in regulatory assets

AtlasMembers

Edgar’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Edgar’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.