Edwin Lugo has been an investment adviser representative at RMR Wealth Management since July 2026, and is not listed among the firm’s executive officers or direct owners. Edwin Lugo holds a Bachelor of Science in Finance from Northeastern University. Edwin Lugo studied at Columbia Business School.
RMR Wealth Management is a New York, NY firm with $195M under management, 189 clients and 7 advisers in one office, as of its March 2026 filing.
Edwin Lugo is Financial Adviser of RMR Wealth Management. He brings over 30 years' experience in the financial services industry managing mostly international and global equity portfolios. In 2021 he founded EL2 Capital, LLC to manage hedge funds focused on public equities. Previously he was Senior Vice President and portfolio manager at Franklin Templeton, leading the global small cap team in New York from 2006 to 2021.
Edwin Lugo’s longest registration was 2 years at Brown Capital Management Inc (2003–2006). Before joining RMR Wealth Management in 2026, Edwin Lugo was registered through Brown Capital Management Inc.
- RMR Wealth ManagementCurrent– present · under a yearWestport, CT · Adviser representative · Firm CRD 152266
- Brown Capital Management Inc– · 2 yearsBaltimore, MD · Adviser representative · Firm CRD 105633
Professional designations
Listed by RMR Wealth Management
- CFA Charterholder
Investment adviser representative registrations
Edwin Lugo is registered as an investment adviser representative in Connecticut, since July 2026.
- ConnecticutSince 17 July 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 25 September 1997 |
| Series 3 | National Commodity Futures Examination | 19 June 1991 |
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- National Commodity Futures Examination
- CRD
- 1835737
- Firm
- RMR Wealth Management · CRD 152266
- Office
- 15555 Post Road East, Westport, CT 06880
- Registration
- Investment adviser registration
- In the industry since
- August 2023
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- rmrwm.com
Where does Edwin Lugo work?
Edwin Lugo is an investment adviser representative registered through RMR Wealth Management since July 2026, and is not listed among the firm’s executive officers or direct owners.
Is Edwin Lugo a financial advisor?
Yes. Edwin Lugo has a current investment-adviser registration in Connecticut, through RMR Wealth Management since July 2026.
How many years of experience does Edwin Lugo have?
Edwin Lugo has 3 years in the financial industry, since August 2023, across 2 adviser firms.
What exams has Edwin Lugo passed?
Edwin Lugo has passed 2 licensing exams: the Series 3 and Series 6. The earliest, the Series 3, was passed in June 1991.
Where did Edwin Lugo work before RMR Wealth Management?
Before RMR Wealth Management, Edwin Lugo was registered through Brown Capital Management Inc, August 2003 to July 2006.
Where is Edwin Lugo based?
Edwin Lugo’s registered office is in Westport, CT.
Is Edwin Lugo registered with FINRA?
No. Edwin Lugo has no current broker registration.
Is Edwin Lugo a CFA charterholder?
RMR Wealth Management lists Edwin Lugo with the CFA credential (“CFA Charterholder”) on its website. CFA Institute confirms certification status.
How can I verify Edwin Lugo’s record?
Search CRD 1835737 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Edwin Lugo’s full registration record.
