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Advisors / Pennsylvania / Gibsonia
16yrs

Won Erdman

Financial advisor at Raymond James Financial Services Advisors

Won Erdman has worked in the financial industry for 16 years and is a fiduciary financial advisor based in Gibsonia, Pennsylvania. Won has been with Raymond James Financial Services Advisors since 2022; before that, Won spent four years at Waldron Private Wealth and three years at Hunter Associates. Raymond James Financial Services Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.

One of 14 advisors with offices in Gibsonia, and one of 12 fiduciaries.

Gibsonia, PAFiduciary advisor

At a glance

Experience16 years (since 2010)
How that compares ?More experience than 64% of advisors in Gibsonia
OfficeGibsonia, PA
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$700,796
Advisors at the firm6,468
States licensed ?1 state

Services through Raymond James Financial Services Advisors

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. 2022 – now
  2. 2018 – 2022
  3. 2011 – 2014

Questions to ask Won Son

Tailored to Won Son’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Won Son

How do I contact Won Son?

Call Raymond James Financial Services Advisors at 727-567-3020 and ask for Won Erdman. Won Son works from the Gibsonia, PA office.

How long has Won Son been a financial advisor?

Won Son has been in the industry since 2010, about 16 years. More experience than 64% of advisors in Gibsonia.

What licenses does Won Son hold?

Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.

Is Won Son a fiduciary?

Won Son is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Won Son paid?

Raymond James Financial Services Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Won Son for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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