Edward Finley is a registered investment advisor at Arrow Wealth Advisory LLC, based in Charlottesville, VA, with 16 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, High Net Worth, Investment Management. Their firm serves 31 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Arrow Wealth Advisory charges a fixed fee based on the complexity and scope of the advice provided. This includes factors like the number of legal entities, asset classes, non-managed accounts monitored, client goals, and family situation.
Location
Charlottesville, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Arrow Wealth Advisory LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Deutsche Bank Securities INC.Broker
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities INC.Broker
State Registrations1 state
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