Robert James Edwards

Match Grade Advisors

4 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth

Match Grade Advisors

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

6 advisors

Number of Clients

350 clients

Average Client Portfolio

$1.0M average

Assets Under Management

$361.0M

Fee Structure

Location

400 Pettigru St, Greenville, SC, 29601

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History

Regulatory History

Clean regulatory record

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.

Employment History

Current Registrations

Match Grade Advisors

January 2025 - Present · 1 yr 1 mo

Previous Registrations

E & H Investment Services, LLC

April 2020 - March 2024 · 3 yrs 11 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.