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 25 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 6
Valmark Advisers, Inc. Akron, OH Jul 2011 - Current 6
Invest Financial Corporation Tampa, FL Jun 2007 - Jul 2011 4
Sterling Financial Partners, Inc. Ashburn, VA Jan 2000 - Jul 2011 11
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
  • GA
  • IN
  • MD
  • NJ
  • NC
  • PA
  • VA
  • TX
  • CO
  • DC
  • FL
  • IL
  • SC
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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


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

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