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RIA / WealthAdvisor15 years in industry

EDWARD LOUIS NEVELEFF

Advisor at ENROUTE WEALTH MANAGEMENT, LLC

Gaithersburg, MD

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Search this name across graphsid dfx:ria:17aa9d53-4eea-9051-e540-4410d77ecfe9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:10 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Nov 17, 2010 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ENROUTE WEALTH MANAGEMENT, LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 16, 2010earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Nov 16, 2010
First registration: Nov 17, 2010
Dual registered: no
Other names: EDWARD L NEVELEFF|Edward Neveleff
IAPD individual key: 5833970

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ENROUTE WEALTH MANAGEMENT, LLC	State registered	Jan 1, 2026	n/a	yes	Gaithersburg, MD	Current employment
CUNA BROKERAGE SERVICES, INC.	Former SEC adviser	Mar 19, 2019	Aug 22, 2019	no	Waldorf, MD\|Alexandria, VA\|Brown Summit, NC\|Alexandria, VA\|Washington, DC	Previous registration
CUSO FINANCIAL SERVICES, L.P.	Former SEC adviser	Jun 16, 2011	Mar 6, 2019	no	OXON HILL, MD\|WASHINGTON, DC\|WALDORF, MD	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	Nov 17, 2010	Apr 7, 2011	no	COLUMBIA, MD	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CUNA BROKERAGE SERVICES, INC.	ENROUTE WEALTH MANAGEMENT, LLC	Aug 22, 2019	Jan 1, 2026	2,324	Firm change after gap	Ibd to state RIA
CUSO FINANCIAL SERVICES, L.P.	CUNA BROKERAGE SERVICES, INC.	Mar 6, 2019	Mar 19, 2019	13	Firm change	Ibd to ibd
EQUITABLE ADVISORS, LLC	CUSO FINANCIAL SERVICES, L.P.	Apr 7, 2011	Jun 16, 2011	70	Firm change	Other

Relationships

Registered with (4)

→ ENROUTE WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Jan 1, 2026 to presentfactForm ADV
→ CUNA BROKERAGE SERVICES, INC.Registered adviserregistration: previous registration
Mar 19, 2019 to Aug 22, 2019factForm ADV
→ CUSO FINANCIAL SERVICES, L.P.Registered adviserregistration: previous registration
Jun 16, 2011 to Mar 6, 2019factForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Nov 17, 2010 to Apr 7, 2011factForm ADV

Dated events

No dated event names this entity yet.