Unclaimed Profile

Edmund Scott Batchelor

SMITH, SALLEY & ASSOCIATES, LLC·GREENSBORO, North Carolina

Series 65Clean record19 years registeredSMITH, SALLEY & ASSOCIATES, LLC

324 WEST WENDOVER AVENUE, GREENSBORO, NC 27408CRD# 5291030Firm CRD# 129614

Profile Verification

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

Identity

Edmund Scott Batchelor · GREENSBORO, NC

Registration

CRD #5291030 · SMITH, SALLEY & ASSOCIATES, LLC · 19 years registered

Brand Profile

Not yet started

Career History

SMITH SALLEY WEALTH MANAGEMENT

Feb 2007 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · February 23, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SMITH, SALLEY & ASSOCIATES, LLC

CRD 129614 · SEC 801-62538

AUM

$3.1B

Regulatory assets under management

Employees

2,327 client accounts

Services offered by SMITH, SALLEY & ASSOCIATES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SMITH, SALLEY & ASSOCIATES, LLC →

Introduction

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Frequently Asked Questions

What services does Edmund Scott Batchelor offer?

Edmund Scott Batchelor specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in GREENSBORO, North Carolina for a consultation.

What are Edmund Scott Batchelor's credentials?

Edmund Scott Batchelor is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Edmund Scott Batchelor located?

Edmund Scott Batchelor is based in GREENSBORO, North Carolina, working with SMITH, SALLEY & ASSOCIATES, LLC. Their office serves clients in the GREENSBORO metropolitan area and surrounding communities.

How does Edmund Scott Batchelor charge for services?

Edmund Scott Batchelor'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 SMITH, SALLEY & ASSOCIATES, LLC?

SMITH, SALLEY & ASSOCIATES, LLC has approximately 19 employees and manages $3.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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