Edward W. Soulsby

ONEFIRM CONSULTING

ALTAMONTE SPRINGS, FL

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CRD#: 5287787

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.

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.

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.

CRD#: 141630

Winter Garden, FL

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

Florida
(6/5/2018)

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 66

Date: 6/19/2007

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 6/27/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/6/2007

General Securities Representative Examination

Current Firm

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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	51
AUM (Assets Under Management)	$ 7,877,658

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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Edward W. Soulsby

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward William Soulsby's CRS (Customer Relationship Summary).

Certified licenses

Experience

ONEFIRM CONSULTING, LLC

TRUSTEE EMPOWERMENT & PROTECTION, INC.

CSSC BROKERAGE SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 6/19/2007

SIE

Date: 6/27/2018

Series 7

Date: 3/6/2007

Current Firm

ONEFIRM CONSULTING, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ONEFIRM CONSULTING, LLC

TRUST BUT VERIFY

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