Unclaimed Profile

William Albert Maner

EDGE ADVISORS, LLC·ATLANTA, Georgia

SIE, Series 7, Series 24, Series 63, Series 65Clean record19 years registeredEDGE ADVISORS, LLC

1380 WEST PACES FERRY RD., ATLANTA, GA 30327CRD# 1994559Firm CRD# 142261

Profile Verification

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

Identity

William Albert Maner · ATLANTA, GA

Registration

CRD #1994559 · EDGE ADVISORS, LLC · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: EDGE ADVISORS, LLC

EDGE CAPITAL GROUP, LLC

Sep 2018 – Mar 2025

ATLANTA, GA

EDGE ADVISORS, LLC

Dec 2006 – Aug 2018

ATLANTA, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · December 14, 2006

Years registered · 19

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 William

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

Not sure if William 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 William Albert Maner offer?

William Albert Maner specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are William Albert Maner's credentials?

William Albert Maner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Albert Maner located?

William Albert Maner is based in ATLANTA, Georgia, last registered with EDGE ADVISORS, LLC.

How does William Albert Maner charge for services?

William Albert Maner'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 →