Edward Soulsby, financial advisor Winter Park FL

Edward Soulsby

CRD Number: 5287787
Current Firm: Onefirm Consulting, LLC

Edward Soulsby (CRD# 5287787) is an Investment Advisor Representative working at Onefirm Consulting, LLC in Winter Park, FL and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Onefirm Consulting, LLC Winter Garden, FL May 2018 - Current 5
Trotter & Soulsby, P.a. The Villages, FL Aug 2014 - Current 9
Cssc Brokerage Services, Inc. Winter Park, FL Feb 2007 - May 2018 11
Cssc Investment Advisory Services Winter Park, FL Feb 2007 - May 2018 11
Kenneth B. Wheeler Winter Park, FL Dec 1998 - Aug 2014 15
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2007
Contact Info for Edward W. Soulsby
Phone Number: (407) 645-1779
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    8
    MILLIONS
  • Total Number of Accounts
    54
    ACCOUNTS
  • Average Account Value
    $150,670
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL, SD

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