Edward C. Danser
Professional summary
Edward Carson Danser, CFP®, who also goes by Edward C Danser, Ted Danser, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Charlotte, North Carolina and TRUIST INVESTMENT SERVICES, INC. located in Charlotte, North Carolina.
Edward is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Edward has worked at 4 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Edward Carson Danser's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2003
Experience
September 7, 2016 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 4777 Sharon Rd Fl 2, Charlotte, NC 28210October 25, 2010 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 4777 Sharon Rd Fl 2, Charlotte, NC 28210November 1, 2010 - December 31, 2016
TRUIST INVESTMENT SERVICES, INC.
January 6, 2009 - October 21, 2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
January 5, 2009 - October 21, 2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
March 11, 2008 - October 31, 2008
DIRECTED SERVICES LLC
July 18, 2002 - March 19, 2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
September 14, 1999 - March 19, 2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(9/10/2014)
(10/4/2017)
(10/26/2010)
(1/26/2022)
(9/18/2019)
(6/11/2020)
(4/5/2013)
(11/10/2010)
(11/9/2010)
(10/20/2015)
(8/24/2022)
(9/29/2022)
(3/31/2017)
(9/18/2019)
(5/11/2017)
(1/9/2019)
(8/23/2011)
(11/3/2014)
(9/20/2019)
(11/14/2024)
(9/13/2021)
(6/17/2021)
(1/11/2019)
(11/9/2010)
(10/26/2010)
(9/7/2016)
(10/20/2025)
(7/24/2018)
(11/12/2024)
(4/12/2022)
(2/7/2011)
(11/10/2010)
(8/3/2016)
(2/26/2020)
(5/5/2022)
(11/13/2024)
(11/12/2024)
(3/17/2015)
(10/15/2019)
(9/26/2022)
Exams
FINRA
Current Firm
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 124,363 |
| AUM (Assets Under Management) | $ 67,736,740,585 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/24/2025 | ||
| 03/28/2024 | ||
| 04/26/2023 |
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.
