Unclaimed Profile

Paul Roberts Poinsett Izlar

EDGE ADVISORS, LLC·ATLANTA, Georgia

SIE, Series 3, Series 7, Series 7TO, Series 9, Series 10, Series 24, Series 63, Series 65, Series 79TOClean record23 years registeredEDGE ADVISORS, LLC

1380 WEST PACES FERRY RD., ATLANTA, GA 30327CRD# 2380481Firm CRD# 142261

Profile Verification

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

Identity

Paul Roberts Poinsett Izlar · ATLANTA, GA

Registration

CRD #2380481 · EDGE ADVISORS, LLC · 23 years registered

Brand Profile

Not yet started

Career History

NEW EDGE WEALTH

Apr 2025 – present

KEELAN CAPITAL

Nov 2023 – Apr 2025

ALPHARETTA, GA

EDGE CAPITAL GROUP, LLC

Jun 2019 – Jul 2019

ATLANTA, GA

EDGE ADVISORS, LLC

Mar 2007 – Aug 2018

ATLANTA, GA

CREDIT SUISSE SECURITIES

Feb 2003 – Mar 2007

ATLANTA, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 7TO

Series 9

Series 10

Series 24

Series 63

Series 65

Series 79TO

Registration record

First registered · February 3, 2003

Years registered · 23

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

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Frequently Asked Questions

What services does Paul Roberts Poinsett Izlar offer?

Paul Roberts Poinsett Izlar specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in ATLANTA, Georgia for a consultation.

What are Paul Roberts Poinsett Izlar's credentials?

Paul Roberts Poinsett Izlar is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Paul Roberts Poinsett Izlar located?

Paul Roberts Poinsett Izlar is based in ATLANTA, Georgia, working with EDGE ADVISORS, LLC. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.

How does Paul Roberts Poinsett Izlar charge for services?

Paul Roberts Poinsett Izlar'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.

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