ER
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
56 advisors
Number of Clients
2,120 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$2.3B
Fee Structure
Minimum Investment:$50K
Popular Securities charges an annual advisory fee with a cap of 2.50% for the FMAX Program and 1.10% for the Fixed Income Program, calculated as a percentage of assets under management. The total client fee is negotiated on a case-by-case basis. Fees are charged quarterly in advance. Financial planning services are offered for a flat fee, which varies depending on the complexity of the plan.
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningEducation PlanningHigh Net Worth
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Advisor Information
Office location
208 Ponce de Leon Ave, POPULAR CENTER Suite 1200, San Juan, PR, 00918
Get directionsRegulatory History (15)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2021Settled
Customer Dispute
August 2019Settled
Customer Dispute
January 2019Settled
Customer Dispute
November 2018Settled
Customer Dispute
November 2018Settled
Customer Dispute
November 2018Settled
Customer Dispute
September 2018Settled
Customer Dispute
November 2017Settled
Customer Dispute
July 2017Settled
Customer Dispute
May 2017Settled
Customer Dispute
October 2016Settled
Customer Dispute
May 2014Settled
Customer Dispute
September 2010Denied
Customer Dispute
January 2003Closed-No Action
Customer Dispute
June 1999Closed-No Action
Other Business ActivitiesSells Insurance
Edman is a full-time employee at Popular Risk, an insurance broker, since October 2020. His compensation is salary-based.
Employment History
Current Registrations
Popular Securities, LLC
September 2011 - Present · 14 yrs 4 mos
Popular Securities, LLC Broker
August 2011 - Present · 14 yrs 5 mos
Previous Registrations
Wells Fargo Advisors, LLC
June 2005 - August 2011 · 6 yrs 2 mos
Wells Fargo Advisors, LLC Broker
July 2003 - August 2011 · 8 yrs 1 mo
Prudential Securities IncorporatedBroker
April 1993 - July 2003 · 10 yrs 3 mos
American Express Financial Advisors INC. Broker
September 1992 - March 1993 · 6 mos
Ids Life Insurance CompanyBroker
September 1992 - March 1993 · 6 mos
State Registrations4 states
FLPRTXVirgin Islands
AdvisorBrokerBoth
Exams
No exam information available for this advisor.