Unclaimed Profile

Julius Peek Garlington

EDGE ADVISORS, LLC·ATLANTA, Georgia

SIE, Series 3, Series 7, Series 24, Series 63, Series 65Clean record22 years registeredEDGE ADVISORS, LLC

1380 WEST PACES FERRY RD., ATLANTA, GA 30327CRD# 1579714Firm CRD# 142261

Profile Verification

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

Identity

Julius Peek Garlington · ATLANTA, GA

Registration

CRD #1579714 · EDGE ADVISORS, LLC · 22 years registered

Brand Profile

Not yet started

Career History

SCS CAPITAL MANAGEMENT LLC

Mar 2025 – present

EDGE CAPITAL GROUP, LLC

Aug 2018 – Feb 2025

ATLANTA, GA

EDGE ADVISORS, LLC

Feb 2007 – Aug 2018

ATLANTA, GA

CREDIT SUISSE SECURITIES

Apr 2004 – Dec 2006

LEXINGTON, KY

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · April 28, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EDGE ADVISORS, LLC

CRD 142261 · SEC 801-67338

AUM

$3.5B

Regulatory assets under management

Employees

274 client accounts

Services offered by EDGE ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at EDGE ADVISORS, LLC →

Introduction

Speak with Julius

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Julius is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in ATLANTA?

Browse all registered financial advisors in ATLANTA, Georgia or claim this profile if it's yours.

Browse ATLANTA Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Julius Peek Garlington offer?

Julius Peek Garlington specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in ATLANTA, Georgia for a consultation.

What are Julius Peek Garlington's credentials?

Julius Peek Garlington is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Julius Peek Garlington located?

Julius Peek Garlington is based in ATLANTA, Georgia, working with EDGE ADVISORS, LLC. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.

How does Julius Peek Garlington charge for services?

Julius Peek Garlington's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EDGE ADVISORS, LLC?

EDGE ADVISORS, LLC has approximately 36 employees and manages $3.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →