Edward Skelly, financial advisor Ashburn VA
96 score

Edward Skelly

CRD Number: 2014747
Current Firm: Valmark Advisers, Inc.

Edward Skelly (CRD# 2014747) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Ashburn, VA and has over 24 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Valmark Securities, Inc. Akron, OH Jul 2011 - Current 5
Valmark Advisers, Inc. Akron, OH Jul 2011 - Current 5
Invest Financial Corporation Tampa, FL Jun 2007 - Jul 2011 4
Sterling Financial Partners, Inc. Ashburn, VA Jan 2000 - Jul 2011 11
Mutual Service Corporation Sterling, VA Feb 2001 - Jun 2007 6
Sterling Financial Plans, Inc. Ashburn, VA Jan 2000 - Jun 2007 7
Mutual Service Corporation Gaithersburg, MD May 1995 - Jun 2007 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1992
S65 NASAA Investment Advisors Law Examination Dec 1995
Contact Info for Edward C. Skelly
Phone Number: 800-765-5201
Registered State(s):
  • CA
  • CO
  • IN
  • MD
  • NJ
  • PA
  • VA
  • TX
  • FL
  • GA
  • NC
By the Numbers
  • Total Assets Under Management
    4,934
    MILLIONS
  • Total Number of Accounts
    8,706
    ACCOUNTS
  • Average Account Value
    $566,729
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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