Edward Ambrose, financial advisor Savannah GA

Edward Ambrose

CRD Number: 5979110
Current Firm: Sound View Wealth Advisors Group, LLC

Edward Ambrose (CRD# 5979110) is an Investment Advisor Representative working at Sound View Wealth Advisors Group, LLC in Savannah, GA and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Sound View Wealth Advisors Group, LLC Savannah, GA Apr 2019 - Current 4
Sound View Wealth Advisors, LLC Savannah, GA Mar 2018 - Mar 2019 1
Bank Of America, N.a. Savannah, GA Nov 2011 - Mar 2018 6
Merrill Lynch, Pierce, Fenner And Smith Incorporated Skidaway Island, GA Aug 2011 - Mar 2018 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2011
Contact Info for Edward F. Ambrose
Phone Number: 912-239-4630
Registered State(s):
  • GA
  • SC
By the Numbers
  • Total Assets Under Management
    1,378
    MILLIONS
  • Total Number of Accounts
    2,381
    ACCOUNTS
  • Average Account Value
    $578,925
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

CA, CO, DC, FL, GA, IL, IN, LA, MA, MD, NC, NH, NJ, NY, PA, SC, TN, TX, VA

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