Edward J. Storer

IDLE HILL ADVISORS LLC

GREENVILLE, SC 29615

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CRD#: 2261025

Professional summary

Edward John Storer, who also goes by Eddy Storer, is a registered financial advisor currently at IDLE HILL ADVISORS LLC located in Greenville, South Carolina.

Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Edward has worked at 14 firms and has passed the Series 65, Series 63, Series 31, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Eddy Storer

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.

TAX ADSVISORY OWNER 1. TAXES & INS. Wealth Training Academy LLC: marketing, advertising, and business coaching, for which I am compensated. The Tax Advisory Group LLC: tax reduction planning and tax preparation firm, for which I am compensated. Insurance Made Easy, LLC: annuity, life insurance and Medicare insurance, from which I receive a Commission.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward John Storer'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®

None

Experience

Current

February 28, 2022 - Present

IDLE HILL ADVISORS LLC

Office #1: 201 Roper Creek Drive, Greenville, SC 29615

RIA

CRD#: 317040

GREENVILLE, SC

Past

September 24, 2021 - March 2, 2022

FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC

RIA

CRD#: 316024

Greenville, SC

Past

February 8, 2017 - March 24, 2022

FINANCIAL GRAVITY ASSET MANAGEMENT, INC.

RIA

CRD#: 144008

Greenville, SC

Past

December 12, 2011 - April 3, 2017

DYNAMIC

RIA

CRD#: 151367

PHOENIX, AZ

Past

November 19, 2007 - December 31, 2011

EDWARD STORER & ASSOCIATES LLC

RIA

CRD#: 143731

GREENVILLE, SC

Past

November 8, 2006 - November 15, 2007

SYNERGY INVESTMENT GROUP, LLC

RIA

CRD#: 46035

GREENVILLE, SC

Past

November 7, 2006 - November 15, 2007

SYNERGY INVESTMENT GROUP, LLC

CRD#: 46035

CHARLOTTE, NC

Past

January 31, 2006 - August 18, 2006

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

RIA

CRD#: 13609

GREENVILLE, SC

Past

January 5, 2006 - August 18, 2006

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

CRD#: 13609

GREENVILLE, SC

Past

April 15, 2004 - December 6, 2005

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

WINDSOR, CT

Past

October 21, 2003 - April 15, 2004

CENTAURUS FINANCIAL, INC.

CRD#: 30833

ANAHEIM, CA

Past

February 12, 2003 - October 23, 2003

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Past

December 13, 2002 - February 5, 2003

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

GREENVILLE, SC

Past

July 5, 1996 - February 5, 2003

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Past

March 5, 1996 - July 16, 1996

MERIT CAPITAL ASSOCIATES, INC.

CRD#: 30576

WESTPORT, CT

Past

October 25, 1995 - November 28, 1995

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

April 15, 1994 - December 31, 1995

PFS INVESTMENTS INC.

CRD#: 10111

DULUTH, GA

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.

Highlighted states indicate IAR registrations

IAR

South Carolina
(2/28/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/28/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/1/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 31

Date: 7/11/1996

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 4/8/1996

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 4/14/1994

Investment Company Products/Variable Contracts Representative Examination

Current Firm

IDLE HILL ADVISORS LLC

CRD#: 317040 / SEC#:

North Carolina

Registered Investment Advisory firm - (5/9/2025 Approved)

South Carolina

Registered Investment Advisory firm - (2/28/2022 Approved)

Texas

Registered Investment Advisory firm - (7/18/2022 Conditional Restricted)

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Contact information

Main Address

201 Roper Creek Drive, Greenville, SC 29615

Mailing Address

Phone number

(864) 297-6125

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	655
AUM (Assets Under Management)	$ 82,197,471

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.

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Advisor Monitoring

Firm Stability Insights

Edward J. Storer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward John Storer's CRS (Customer Relationship Summary).

Certified licenses

Experience

FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC

FINANCIAL GRAVITY ASSET MANAGEMENT, INC.

DYNAMIC

EDWARD STORER & ASSOCIATES LLC

SYNERGY INVESTMENT GROUP, LLC

SYNERGY INVESTMENT GROUP, LLC

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

VOYA FINANCIAL ADVISORS, INC.

CENTAURUS FINANCIAL, INC.

WELLS FARGO CLEARING SERVICES, LLC

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

MERIT CAPITAL ASSOCIATES, INC.

CITIGROUP GLOBAL MARKETS INC.

PFS INVESTMENTS INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 7/28/1997

Series 63

Date: 10/1/1992

Series 31

Date: 7/11/1996

Series 7

Date: 4/8/1996

Series 6

Date: 4/14/1994

Current Firm

IDLE HILL ADVISORS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

IDLE HILL ADVISORS LLC

TRUST BUT VERIFY

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