AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
Edward Neal Deaton

Edward N. Deaton

MBL ADVISORS
Charlotte, NC 28204
Some features on this profile are disabled
CRD#: 4870180
Edward Neal Deaton

Professional summary

Edward Neal Deaton, CFP® is a registered financial advisor currently at MBL ADVISORS located in Charlotte, North Carolina.

Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Edward has worked at 6 firms and has passed the Series 65, Series 63, Series 87, Series 86 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward Neal Deaton's CRS (Customer Relationship Summary).
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®
CFP®

Certified Financial Planner

Start date: 2018

Experience

Current

January 10, 2025 - Present

MBL ADVISORS

Office #1: 301 S. Mcdowell Street Suite 1100, Charlotte, NC 28204
RIA
CRD#: 305176
Charlotte, NC
Past

November 16, 2018 - January 15, 2025

EDGE CAPITAL GROUP, LLC

RIA
CRD#: 297596
Charlotte, NC
Past

November 15, 2013 - April 10, 2014

PARSEC FINANCIAL

RIA
CRD#: 104919
ASHEVILLE, NC
Past

August 20, 2009 - March 22, 2012

SCOTT & STRINGFELLOW, LLC

BD
CRD#: 6255
RICHMOND, VA
Past

December 1, 2005 - August 5, 2009

STEPHENS

BD
CRD#: 3496
CHARLOTTE, NC
Past

March 22, 2005 - September 26, 2005

DAVENPORT & COMPANY LLC

BD
CRD#: 1588
RICHMOND, VA

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".
MA
MBL ADVISORS
MBL ADVISORS | MBL WEALTH, LLC

CRD#: 305176 / SEC#: 801-117591

RIA
Registered Investment Advisory firm - (11/7/2019 Approved)

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
North Carolina
(1/10/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/15/2013
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 1/9/2006
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 87
Date: 7/15/2005
Research Analyst Exam - Part II Regulations Module
General Industry/Product Exam
RR
Series 86
Date: 6/28/2005
Research Analyst Exam - Part I Analysis Module
General Industry/Product Exam
RR
Series 7
Date: 3/21/2005
General Securities Representative Examination

Current Firm

MA
MBL ADVISORS
MBL ADVISORS | MBL WEALTH, LLC

CRD#: 305176 / SEC#: 801-117591

RIA
Registered Investment Advisory firm - (11/7/2019 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
301 S. Mcdowell Street Suite 1100, Charlotte, NC 28204
Mailing Address
Phone number
(704) 333-8461
Established
Firm type
Fiscal year end
# of Employees
14

SEC notice filing (5 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MBL WEALTH ADV PART 2A BROCHURE (3/11/2026)

Regulatory assets under management

Total Number of Accounts1,156
AUM (Assets Under Management)$ 1,422,868,828

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.

Company Information

MBL ADVISORS

CRD#: 305176Charlotte, NC 28204

TRUST BUT VERIFY

Monitor Edward Deaton

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

David Blair Thompson
David ThompsonAdvisorCheck Check Mark
SPARTA WEALTH PARTNERS
IAR
RR
CHARLOTTE, NC
JS
John SandersAdvisorCheck Check Mark
PORTUS WEALTH ADVISORS, LLC
IAR
CHARLOTTE, NC
JW
Jessica WilliamsAdvisorCheck Check Mark
VANGUARD ADVISERS, INC.
IAR
RR
CHARLOTTE, NC
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.