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ES

Edward J. Stockley

MERAKI GLOBAL ADVISORS
Park City, UT 84098
Some features on this profile are disabled
CRD#: 5505333
ES

Professional summary

Edward Joseph Stockley, who also goes by E.j. Stockley, Edward J. Stockley, Edward Stockley, is a registered financial professional currently at MERAKI GLOBAL ADVISORS LLC located in Park City, Utah.

Edward is registered as a RR (Registered Representative) and started their career in finance in 2009. Edward has worked at 2 firms and has passed the Series 63, Series 99TO, Series 7TO, SIE, Series 7, Series 24 and Series 4 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

E.j. Stockley | Edward J. Stockley | Edward Stockley

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) - BD

Click below to view Edward Joseph Stockley'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

April 10, 2019 - Present

MERAKI GLOBAL ADVISORS LLC

Office #1: 1389 Center Drive, Suite 170, Park City, UT 84098
BD
CRD#: 297930
Park City, UT
Past

December 15, 2009 - August 14, 2014

JANUS HENDERSON DISTRIBUTORS US LLC

BD
CRD#: 28832
DENVER, CO

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(8/31/2023)
RR
Utah
(4/17/2019)

Exams

State Security Law Exam
RR
Series 63
Date: 11/19/2018
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 7TO
Date: 4/10/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 4/6/2019
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/14/2009
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 10/28/2021
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 4
Date: 5/13/2019
Registered Options Principal Examination
SRO Registrations
RR
FINRA

Current Firm

MG
MERAKI GLOBAL ADVISORS LLC
MERAKI GLOBAL ADVISORS LLC

CRD#: 297930 / SEC#: , 8-70160

BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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Contact information

Main Address
1389 Center Drive, Suite 170, Park City, UT 84098
Mailing Address
Po Box 982601, Park City, UT 84098
Phone number
(435) 214-0772
Established
Utah since 04/19/2018
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (6 States and Territories)

Documents

Direct owners and executive officers

NamePositionCRD#
SVMP HOLDINGS LLCDIRECT OWNER
PEKE HOLDINGS LLCDIRECT OWNER
ARNOLD, BENJAMIN RICHARDFOUNDER & MANAGING PARTNER4997870
CARTER, ANA RFINOP/CFO, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER4424794
KIM, CHRISTINA CAROLINEEXECUTIVE ASSISTANT TO FOUNDER & MANAGING PARTNER7891414
KURTIS, SCOTT ROBERTCHIEF COMPLIANCE OFFICER & AML COMPLIANCE OFFICER4437685

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

MERAKI GLOBAL ADVISORS LLC

CRD#: 297930Park City, UT 84098

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