Edward Finley (CRD# 5451245) is an Investment Advisor Representative working at Arrow Wealth Advisory LLC in Charlottesville, VA and has over 16 years of experience in the finance industry.
CRD# 3167598
Edward Jones
CRD# 4687224
State Farm Investment Management Corp.
CRD# 6986573
Clio Asset Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Arrow Wealth Advisory LLC | Charlottesville, VA | Apr 2018 - Current | 6 |
| University Of Virginia | Charlottesville, VA | Jun 2019 - Mar 2023 | 3 |
| University Of Virginia | Charlottesville, VA | Sep 2015 - May 2019 | 3 |
| Bank Of America, N.a. | New York, NY | Apr 2016 - Jul 2018 | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York, NY | Apr 2016 - Jul 2018 | 2 |
| Us Trust | New York, NY | Apr 2016 - Jul 2018 | 2 |
| Db Private Bank | New York, NY | May 2012 - Sep 2015 | 3 |
| Db Trust Company Americas | New York, NY | Apr 2012 - Aug 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2008 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2016 |
- VA
-
Total Assets Under Management181MILLIONS
-
Total Number of Accounts67ACCOUNTS
-
Average Account Value$2,699,026
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
DE, NH, NY, VA
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