JT
Jeffery T Albaneze
CRD 6674627
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Atlantic Edge Private Wealth Management, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Atlantic Edge Private Wealth Management, Llc
Managing Member & Investment Advisor Representative · 25% – 50% · Dec 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗