William A. Maner
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
William Albert Maner, who also goes by Bill Maner, William Albert Maner IV, was a registered financial professional .
William is a previously registered financial professional and started their career in finance in 1990. William had worked at 4 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
September 21, 2018 - March 13, 2025
EDGE CAPITAL GROUP, LLC
October 9, 2007 - July 31, 2018
EHCP CORPORATE FINANCE, LLC
December 14, 2006 - August 16, 2018
EDGE ADVISORS, LLC
November 1, 1990 - May 18, 2000
MORGAN STANLEY & CO. LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
EDGE CAPITAL GROUP, LLC
CRD#: 297596 / SEC#: 801-113638
Contact information
Regulatory assets under management
| Total Number of Accounts | 3,299 |
| AUM (Assets Under Management) | $ 6,385,513,021 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
