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William Montague Eden

HANCOCK BANK·GULFPORT, Mississippi
SIE, Series 7TO, Series 24, Series 66Clean record18 years registeredHANCOCK BANK
2510 14TH STREET, 3RD FLOOR, GULFPORT, MS 39501CRD# 5136536Firm CRD# 111983

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Montague Eden · GULFPORT, MS
Registration
CRD #5136536 · HANCOCK BANK · 18 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: HANCOCK BANK
SA STONE INVESTMENT ADVISORS INC.
Dec 2019 – Apr 2020
BIRMINGHAM, AL
QUEST CAPITAL STRATEGIES, INC.
May 2017 – Dec 2019
DESTREHAN, LA
HANCOCK INVESTMENT SERVICES, INC.
Oct 2010 – Jun 2015
NEW ORLEANS, LA
CAPITAL ONE FINANCIAL ADVISORS LLC
Aug 2008 – Jan 2010
MELVILLE, NY
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7TO
Series 24
Series 66
Registration record
First registered · August 5, 2008
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
HANCOCK WHITNEY BANK
CRD 111983 · SEC 801-60142
AUM
$541M
Regulatory assets under management
Employees
58
9 client accounts
Services offered by HANCOCK WHITNEY BANK
Per Form ADV
Portfolio management (pooled investments)
Client types served by the firm
Per Form ADV
Institutional Investors
View all advisors at HANCOCK WHITNEY BANK →
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05

Frequently Asked Questions

What services does William Montague Eden offer?
William Montague Eden specializes in Investment Management, Fee-Only Advisory.
What are William Montague Eden's credentials?
William Montague Eden is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Montague Eden located?
William Montague Eden is based in GULFPORT, Mississippi, last registered with HANCOCK BANK.
How does William Montague Eden charge for services?
William Montague Eden's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HANCOCK BANK?
HANCOCK BANK has approximately 58 employees and manages $541M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at HANCOCK BANK

David John Lundgren
NEW ORLEANS, LA

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