Edward J. Storer
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.
Edward John Storer, who also goes by Eddy Storer, was a registered financial professional .
Edward is a previously registered financial professional and started their career in finance in 1994. Edward had worked at 14 firms and has passed the Series 65, Series 63, Series 31, Series 7 and Series 6 exams.
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
February 28, 2022 - June 18, 2026
IDLE HILL ADVISORS LLC
September 24, 2021 - March 2, 2022
FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC
February 8, 2017 - March 24, 2022
FINANCIAL GRAVITY ASSET MANAGEMENT, INC.
December 12, 2011 - April 3, 2017
DYNAMIC
November 19, 2007 - December 31, 2011
EDWARD STORER & ASSOCIATES LLC
November 8, 2006 - November 15, 2007
SYNERGY INVESTMENT GROUP, LLC
November 7, 2006 - November 15, 2007
SYNERGY INVESTMENT GROUP, LLC
January 31, 2006 - August 18, 2006
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
January 5, 2006 - August 18, 2006
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
April 15, 2004 - December 6, 2005
VOYA FINANCIAL ADVISORS, INC.
October 21, 2003 - April 15, 2004
CENTAURUS FINANCIAL, INC.
February 12, 2003 - October 23, 2003
WELLS FARGO CLEARING SERVICES, LLC
December 13, 2002 - February 5, 2003
MORGAN STANLEY DW INC.
July 5, 1996 - February 5, 2003
MORGAN STANLEY DW INC.
March 5, 1996 - July 16, 1996
MERIT CAPITAL ASSOCIATES, INC.
October 25, 1995 - November 28, 1995
CITIGROUP GLOBAL MARKETS INC.
April 15, 1994 - December 31, 1995
PFS INVESTMENTS INC.
Primary Firm SEC Registration
IDLE HILL ADVISORS LLC
CRD#: 317040 / SEC#: 801-135167
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
IDLE HILL ADVISORS LLC
CRD#: 317040 / SEC#: 801-135167
Contact information
SEC notice filing (4 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 200 |
| AUM (Assets Under Management) | $ 103,798,759 |
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.
