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RIA / WealthAdvisorChartered Financial Analyst23 years in industry

EDWIN LUGO

Advisor at RMR WEALTH MANAGEMENT

Westport, CT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:95a2896b-58db-d900-8b45-52b6ecf35c1d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:28 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Aug 14, 2003 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: RMR WEALTH MANAGEMENT
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 14, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
First registration: Aug 14, 2003
Dual registered: no
IAPD individual key: 1835737

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
RMR WEALTH MANAGEMENT	Independent wealth	Jul 17, 2026	n/a	yes	Westport, CT	Current employment
BROWN CAPITAL MANAGEMENT, LLC	Other adviser	Aug 14, 2003	Jul 21, 2006	no	BALTIMORE, 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
BROWN CAPITAL MANAGEMENT, LLC	RMR WEALTH MANAGEMENT	Jul 21, 2006	Jul 17, 2026	7,301	Firm change after gap	Other

Relationships

Registered with (2)

→ RMR WEALTH MANAGEMENTRegistered adviserregistration: current employment
Jul 17, 2026 to presentfactForm ADV
→ BROWN CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Aug 14, 2003 to Jul 21, 2006factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:95a2896b-58db-d900-8b45-52b6ecf35c1d
First observed: Aug 14, 2003
Last observed: Sep 14, 2026 6 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

EDWIN LUGO

Advisor at RMR WEALTH MANAGEMENT

Westport, CT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:95a2896b-58db-d900-8b45-52b6ecf35c1d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:28 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

RMR WEALTH MANAGEMENT

Independent wealth

Jul 17, 2026

n/a

yes

Westport, CT

Current employment

BROWN CAPITAL MANAGEMENT, LLC

Other adviser

Aug 14, 2003

Jul 21, 2006

BALTIMORE, MD

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

BROWN CAPITAL MANAGEMENT, LLC

RMR WEALTH MANAGEMENT

Jul 21, 2006

Jul 17, 2026

7,301

Firm change after gap

Other