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Stanley Ray Edgell

STRATEGIC PLANNING, INC.·COLUMBUS, Ohio
Unclaimed Profile
7730 OLENTANGY RIVER ROAD, COLUMBUS, OH 43235CRD# 860505Firm CRD# 139648
01

About

Stanley Ray Edgell is a registered financial advisor based in COLUMBUS, Ohio, affiliated with STRATEGIC PLANNING, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
STRATEGIC PLANNING, INC.
STRATEGIC PLANNING, INC.
AUM
$284M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at STRATEGIC PLANNING, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 860505
Firm CRD# 139648
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Stanley Ray Edgell offer?
Stanley Ray Edgell specializes in Financial Planning, Investment Management. Contact their office in COLUMBUS, Ohio for a consultation.
What are Stanley Ray Edgell's credentials?
Stanley Ray Edgell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stanley Ray Edgell located?
Stanley Ray Edgell is based in COLUMBUS, Ohio, working with STRATEGIC PLANNING, INC.. Their office serves clients in the COLUMBUS metropolitan area and surrounding communities.
How does Stanley Ray Edgell charge for services?
Stanley Ray Edgell's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STRATEGIC PLANNING, INC.?
STRATEGIC PLANNING, INC. has approximately 4 employees and manages $284M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)BEACHWOOD (138)DUBLIN (93)AKRON (70)
City Guides
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Research
Advisor Fees in OhioNational Fee Analysis
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