ES
Edward C. Skelly
VALMARK ADVISERS
ASHBURN, VA 20147
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CRD#: 2014747
ES
Professional summary
Edward Charles Skelly, ChFC®, CLU®, who also goes by Edward C Skelly, is a registered financial advisor currently at VALMARK ADVISERS, INC. located in Ashburn, Virginia and VALMARK SECURITIES, INC. located in Ashburn, Virginia.
Edward is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1989. Edward has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Edward C Skelly
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1.) W3 Wealth Management, LLC; 44355 PREMIER PLAZA, SUITE 200, ASHBURN, VA 20147; Financial Services; Partner/Owner; CLIENT MEETINGS AND OVERSEE DAILY ACTIVITIES; INVESTMENT RELATED; STARTED 11/2005; ONE HOUR PER MONTH NOT DURING TRADING HOURS; FINANCIAL INTEREST-I HAVE AN OWNERSHIP INTEREST AND RECEIVE COMPENSATION- BASED ON A % OF NET PROFITS; RENTAL PROPERTY OWNER JOINTLY WITH MY WIFE; MY FIRM, JOINTLY TO MY WIFE AND I; RENTAL INCOME FROM W3 Wealth Management, LLC/// 2.)W3 Wealth Management; 44355 PREMIER PLAZA, SUITE 200, ASHBURN, VA 20147; FIXED INSURANCE SALES; NOT INVESTMENT RELATED; STARTED 1990; INSURANCE AGENT; 5 HOURS PER MONTH DURING TRADING HOURS; CLIENT INVOLVEMENT; SALES AND SERVICE OF FIXED INSURANCE TO NEW AND EXISTING CLIENTS; COMMISSION IS PAID IN THE FORM OF NEW AND RENEWAL COMMISSIONS FROM VARIOUS INSURANCE CARRIERS./// 3.) Loudoun Symphony Association, Inc.; P.O. Box 4476 Leesburg, VA 20177; Local Symphony; Board Member; Attend board meetings, making these meetings a high priority and be prepared to discuss the items on the agenda, Attend Loudoun Symphony Orchestra and Loudoun Symphony Youth Orchestra concerts, Provide leadership and volunteer support when requested, Serve as an active participant in one or more committees (or make a minimum annual gift at the higher level); NOT Investment Related; Start Date 05/2025; Approximately 1-5 hrs. per month; No compensation.///
CRS (Client Relationship Summary) - RIA
Click below to view Edward Charles Skelly's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
July 15, 2011 - Present
VALMARK ADVISERS, INC.
Office #1: 44355 Premier Plaza Suite 200, Ashburn, VA 20147RIA
CRD#: 108050
ASHBURN, VA
Current
July 15, 2011 - Present
VALMARK SECURITIES, INC.
Office #1: 44355 Premier Plaza Suite 200, Ashburn, VA 20147BD
CRD#: 31243
Ashburn, VA
Past
June 1, 2007 - July 19, 2011
INVEST FINANCIAL CORPORATION
RIA
CRD#: 12984
ASHBURN, VA
Past
June 1, 2007 - July 19, 2011
INVEST FINANCIAL CORPORATION
BD
CRD#: 12984
ASHBURN, VA
Past
January 17, 2003 - June 1, 2007
STERLING FINANCIAL PLANS, INC.
RIA
CRD#: 115977
ASHBURN, VA
Past
February 28, 2001 - June 12, 2007
MUTUAL SERVICE CORPORATION
BD
CRD#: 4806
ASHBURN, VA
Past
May 23, 1995 - February 26, 2001
MUTUAL SERVICE CORPORATION
BD
CRD#: 4806
BOSTON, MA
Past
December 12, 1989 - December 10, 1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA
BD
CRD#: 680
NEWARK, NJ
Past
December 12, 1989 - August 25, 1995
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
NEWARK, NJ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VA
VALMARK ADVISERS, INC.
VALMARK ADVISERS INC | VALMARK ADVISERS, INC.
CRD#: 108050 / SEC#: 801-55564
RIA
Registered Investment Advisory firm - (5/29/1998 Approved)Wyoming
Registered Investment Advisory firm - (8/11/2017 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
Arizona(5/21/2024)
RR
California(7/15/2011)
IAR
California(1/8/2021)
RR
Colorado(2/6/2014)
IAR
Colorado(2/6/2014)
RR
Delaware(3/10/2023)
IAR
Delaware(3/10/2023)
IAR
District of Columbia(10/17/2016)
RR
Florida(7/15/2011)
IAR
Florida(5/10/2016)
RR
Georgia(7/15/2011)
RR
Illinois(7/22/2015)
IAR
Illinois(5/24/2017)
IAR
Indiana(3/6/2014)
RR
Maryland(7/15/2011)
IAR
Maryland(7/15/2011)
RR
Massachusetts(5/17/2021)
IAR
Massachusetts(5/25/2021)
IAR
Mississippi(10/9/2019)
RR
Nevada(1/23/2025)
IAR
Nevada(1/27/2025)
IAR
New Hampshire(5/25/2018)
IAR
New Jersey(7/15/2011)
RR
New Jersey(6/22/2023)
RR
New York(7/15/2011)
RR
North Carolina(7/15/2011)
IAR
North Carolina(8/13/2014)
IAR
Ohio(3/18/2020)
RR
Ohio(4/17/2023)
RR
Pennsylvania(7/15/2011)
IAR
Pennsylvania(7/15/2011)
RR
South Carolina(7/15/2011)
IAR
South Carolina(8/14/2017)
RR
Tennessee(6/14/2013)
RR
Virginia(7/15/2011)
IAR
Virginia(7/15/2011)
IAR
West Virginia(12/16/2019)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
VA
VALMARK ADVISERS, INC.
VALMARK ADVISERS INC | VALMARK ADVISERS, INC.
CRD#: 108050 / SEC#: 801-55564
RIA
Registered Investment Advisory firm - (5/29/1998 Approved)Wyoming
Registered Investment Advisory firm - (8/11/2017 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
130 Springside Drive Suite 300, Akron, OH 44333
Mailing Address
Phone number
(800) 765-5201
Established
Firm type
Fiscal year end
# of Employees
275
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 19,096 |
| AUM (Assets Under Management) | $ 8,379,181,235 |
Red Flags
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Company Information
VALMARK ADVISERS, INC.
CRD#: 108050Ashburn, VA 20147TRUST BUT VERIFY
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Contact information
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