Unclaimed Profile

Charles Edward Rice

BISON WEALTH, LLC·ATLANTA, Georgia

SIE, Series 3, Series 4, Series 6, Series 7, Series 8, Series 9, Series 10, Series 24, Series 63, Series 65, Series 79TOClean record27 years registeredBISON WEALTH, LLC

3550 LENOX ROAD NE, ATLANTA, GA 30326CRD# 1530828Firm CRD# 165931

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Charles Edward Rice · ATLANTA, GA

Registration

CRD #1530828 · BISON WEALTH, LLC · 27 years registered

Brand Profile

Not yet started

Career History

WELLS FARGO ADVISORS

Apr 2025 – present

BISON WEALTH, LLC

May 2020 – Dec 2024

ATLANTA, GA

MORGAN STANLEY

Jun 2009 – Mar 2019

CHICAGO, IL

MORGAN STANLEY & CO. INCORPORATED

Jul 2008 – Jun 2009

CHICAGO, IL

BEAR, STEARNS & CO. INC.

Sep 2004 – Jul 2008

CHICAGO, IL

WACHOVIA SECURITIES, LLC

Jul 2003 – Sep 2004

CHICAGO, IL

PRUDENTIAL SECURITIES INCORPORATED

May 2003 – Jul 2003

CHICAGO, IL

UBS PAINEWEBBER INC.

Feb 1999 – May 2003

SUGARLAND, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 4

Series 6

Series 7

Series 8

Series 9

Series 10

Series 24

Series 63

Series 65

Series 79TO

Registration record

First registered · February 5, 1999

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BISON WEALTH, LLC

CRD 165931 · SEC 801-78287

AUM

$1.6B

Regulatory assets under management

Employees

4,347 client accounts

Services offered by BISON WEALTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at BISON WEALTH, LLC →

Introduction

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Frequently Asked Questions

What services does Charles Edward Rice offer?

Charles Edward Rice specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ATLANTA, Georgia for a consultation.

What are Charles Edward Rice's credentials?

Charles Edward Rice is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Charles Edward Rice located?

Charles Edward Rice is based in ATLANTA, Georgia, working with BISON WEALTH, LLC. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.

How does Charles Edward Rice charge for services?

Charles Edward Rice's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BISON WEALTH, LLC?

BISON WEALTH, LLC has approximately 47 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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