Unclaimed Profile

Edward Barnett Woll

THE STRATEGIC FINANCIAL ALLIANCE, INC.·ATLANTA, Georgia

SIE, Series 4, Series 7, Series 24, Series 28, Series 52TO, Series 53, Series 63, Series 6621 years registeredTHE STRATEGIC FINANCIAL ALLIANCE, INC.

2200 CENTURY PARKWAY, ATLANTA, GA 30345CRD# 1096606Firm CRD# 126514

Profile Verification

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

Identity

Edward Barnett Woll · ATLANTA, GA

Registration

CRD #1096606 · THE STRATEGIC FINANCIAL ALLIANCE, INC. · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: THE STRATEGIC FINANCIAL ALLIANCE, INC.

THE STRATEGIC FINANCIAL ALLIANCE

Sep 2016 – Jul 2025

ATLANTA, GA

J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC

Aug 2011 – Dec 2015

ATLANTA, GA

THE STRATEGIC FINANCIAL ALLIANCE

Oct 2004 – Mar 2011

ATLANTA, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 28

Series 52TO

Series 53

Series 63

Series 66

Registration record

First registered · October 18, 2004

Years registered · 21

Disclosure History

2019Customer Dispute·Pending

2018Customer Dispute·Pending

2017Customer Dispute·Pending

2016Customer Dispute·Pending

2016Customer Dispute·Settled

1972Criminal·Final Disposition

1971Criminal·Final Disposition

8 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

THE STRATEGIC FINANCIAL ALLIANCE, INC.

CRD 126514 · SEC 801-62226

AUM

$334M

Regulatory assets under management

Employees

1,360 client accounts

Services offered by THE STRATEGIC FINANCIAL ALLIANCE, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

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 THE STRATEGIC FINANCIAL ALLIANCE, INC. →

Introduction

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Frequently Asked Questions

What services does Edward Barnett Woll offer?

Edward Barnett Woll specializes in Financial Planning, Investment Management, Wealth Management.

What are Edward Barnett Woll's credentials?

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

Where is Edward Barnett Woll located?

Edward Barnett Woll is based in ATLANTA, Georgia, last registered with THE STRATEGIC FINANCIAL ALLIANCE, INC..

How does Edward Barnett Woll charge for services?

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

How large is THE STRATEGIC FINANCIAL ALLIANCE, INC.?

THE STRATEGIC FINANCIAL ALLIANCE, INC. has approximately 74 employees and manages $334M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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