Edward Wiley, financial advisor Dayton OH

Edward Wiley

CRD Number: 4350331
Current Firm: Ss + D Financial

Edward Wiley (CRD# 4350331) is an Investment Advisor Representative working at Ss + D Financial in Dayton, OH and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Ss&d Financial, LLC Dayton, OH Aug 2009 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2001
S65 NASAA Investment Advisors Law Examination Aug 2003
Contact Info for Edward G. Wiley
Phone Number: 937-220-4915
Registered State(s):
  • OH
  • TN
By the Numbers
  • Total Assets Under Management
    116
    MILLIONS
  • Total Number of Accounts
    333
    ACCOUNTS
  • Average Account Value
    $348,895
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

OH, TN

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