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ES

Edward W. Soulsby

ONEFIRM CONSULTING
ALTAMONTE SPRINGS, FL
Some features on this profile are disabled
CRD#: 5287787
ES
Edward William SoulsbyONEFIRM CONSULTING

Professional summary

Edward William Soulsby is a registered financial advisor currently at ONEFIRM CONSULTING, LLC located in Altamonte Springs, Florida.

Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Edward has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

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.
NOEL R. PARK CRUT U/A DATED 12/06/2007, NON INVESTMENT RELATED, 419 Tierra Verde Lane, Winter Garden, FL 34787, TRUST ADMINISTRATION, SOLE SUCCESSOR TRUSTEE, 3/24/08, 16 HRS/MONTH, SERVE AS TRUSTEE IN ADMINISTERING THE TRUST PURSUANT TO ITS PROVISIONS; NOEL R. PARK FAMILY TRUST, NON INVESTMENT RELATED, 419 TIERRA VERDE LANE WINTER GARDEN FL, TRUST ADMINISTRATION AND OVERSIGHT, TRUST ADVISOR, 3/24/08, 16 HRS/MONTH, TRUST ADVISOR OF TRUST SUCH THAT I DIRECT THE TRUSTEE IN HOW THE TRUST IS TO BE ADMINISTERED IN ACCORDANCE WITH THE TERMS OF THE TRUST; INSURANCE PRODUCER, 10/26/07, 3 HRS/MONTH, MEET WITH CLIENTS REGARDING INSURANCE NEEDS; TROTTER & SOULSBY, NON INVESTMENT-RELATED, 541 FIELDCREST DRIVE THE VILLAGES FL 32162, LEGAL SERVICES, ATTORNEY/PARTNER, 8/1/14, 144 HRS/MONTH, MEET WITH CLIENTS, DELEGATE TO STAFF, PREPARE LEGAL DOCUMENTS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward William Soulsby'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

June 5, 2018 - Present

ONEFIRM CONSULTING, LLC

RIA
CRD#: 291795
ALTAMONTE SPRINGS, FL
Past

June 21, 2007 - September 4, 2018

TRUSTEE EMPOWERMENT & PROTECTION, INC.

RIA
CRD#: 108249
Winter Garden, FL
Past

March 7, 2007 - June 27, 2018

CSSC BROKERAGE SERVICES, INC.

BD
CRD#: 141630
Winter Garden, FL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

What does exam status mean?
State Security Law Exam
PR
IAR
Series 66
Status Unavailable
Passed: 6/19/2007
Uniform Combined State Law Examination
General Industry/Product Exam
PR
SIE
Status Unavailable
Passed: 6/27/2018
Securities Industry Essentials Examination
General Industry/Product Exam
PR
Series 7
Status Unavailable
Passed: 3/6/2007
General Securities Representative Examination

Current Firm

OC
ONEFIRM CONSULTING, LLC
ONEFIRM CONSULTING, LLC

CRD#: 291795 / SEC#:

Florida
Registered Investment Advisory firm - (2/28/2018 Approved)
South Dakota
Registered Investment Advisory firm - (4/5/2019 Approved)
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Contact information

Main Address
Altamonte Springs, FL
Mailing Address
Phone number
(407) 645-1779
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts14
AUM (Assets Under Management)$ 5,592,185

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

ONEFIRM CONSULTING, LLC

CRD#: 291795Altamonte Springs, FL

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