Unclaimed Profile

Edward L. Carlisle

SOUNDPATH INVESTMENT ADVISORS, LLC·RIDGELAND, Mississippi

Series 65Clean record19 years registeredSOUNDPATH INVESTMENT ADVISORS, LLC

795 WOODLANDS PARKWAY SUITE 104, RIDGELAND, MS 39157CRD# 5221093Firm CRD# 133587

Profile Verification

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

Identity

Edward L. Carlisle · RIDGELAND, MS

Registration

CRD #5221093 · SOUNDPATH INVESTMENT ADVISORS, LLC · 19 years registered

Brand Profile

Not yet started

Career History

WAVERLY ADVISORS, LLC

Oct 2023 – present

SOUNDPATH INVESTMENT ADVISORS, LLC

Oct 2006 – Nov 2023

RIDGELAND, MS

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · October 5, 2006

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SOUNDPATH INVESTMENT ADVISORS, LLC

CRD 133587 · SEC 801-63763

AUM

$747M

Regulatory assets under management

Employees

534 client accounts

Services offered by SOUNDPATH INVESTMENT ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SOUNDPATH INVESTMENT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Edward L. Carlisle offer?

Edward L. Carlisle specializes in Financial Planning, Investment Management. Contact their office in RIDGELAND, Mississippi for a consultation.

What are Edward L. Carlisle's credentials?

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

Where is Edward L. Carlisle located?

Edward L. Carlisle is based in RIDGELAND, Mississippi, working with SOUNDPATH INVESTMENT ADVISORS, LLC. Their office serves clients in the RIDGELAND metropolitan area and surrounding communities.

How does Edward L. Carlisle charge for services?

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

How large is SOUNDPATH INVESTMENT ADVISORS, LLC?

SOUNDPATH INVESTMENT ADVISORS, LLC has approximately 3 employees and manages $747M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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