Edward I. Anderson Iii

CLEARVUE FINANCIAL

Alexandria, VA

Some features on this profile are disabled

CRD#: 5578116

Professional summary

Edward Ignatius Anderson Iii, CFP®, who also goes by Edward I Anderson III, Edward I Anderson, Edward Ignatius Anderson III, is a registered financial advisor currently at CLEARVUE FINANCIAL located in Alexandria, Virginia.

Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Edward has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Edward I Anderson Iii | Edward I Anderson | Edward Ignatius Anderson Iii

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.

ClearVue Tax Advisors, LLC, a separate legal entity owned, operated, and under common control of Edward I. Anderson III, M.S., CFP�, EA since May 2020. ClearVue Tax Advisors is non-investment-related, conducting tax planning and preparation services for existing ClearVue Financial clients and clients unaffiliated with ClearVue Financial. During tax season, typically early February through Mid April, the approximate number of hours devoted to tax preparation is roughly 15 per week, Sunday through Saturday. Many of the projects are completed early mornings, between 7 am to 9 am EST, and in the evenings, commonly outside trading hours per client availability. On the other hand, tax planning is part of ClearVue's comprehensive financial planning model and may occur at any time per client request. Note: For ClearVue Financial clients enrolled in premier planning services, preparation work is part of their monthly subscription (see https://www.clearvuefinancial.com/pricing). Because Edward Anderson is both firms' sole practitioner (only employee), there are no referral arrangements or conflicts between both entities. Mr. Anderson will only refer clients of ClearVue Financial to ClearVue Tax Advisors when it is in the client's best interest. Further, ClearVue Financial clients are free to select another entity that provides similar services to ClearVue Tax Advisors. Note: Edward is also a licensed insurance agent, registered in Virginia since 2011. As a fee-only advisory firm, ClearVue Financial only receives compensation from client fees (see https://www.clearvuefinancial.com/pricing) and DOES NOT solicit commission-based products, e.g., life insurance or annuities. This adjustment to the ClearVue business model explains why Edward has not actively engaged in the insurance business since 2018.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward Ignatius Anderson Iii'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®

CFP^®

Certified Financial Planner

Experience

Current

March 22, 2023 - Present

CLEARVUE FINANCIAL

RIA

CRD#: 284068

Alexandria, VA

Past

July 6, 2016 - December 31, 2022

CLEARVUE FINANCIAL

RIA

CRD#: 284068

Fredericksburg, VA

Past

January 6, 2016 - May 25, 2016

CARY STREET PARTNERS

RIA

CRD#: 128545

Fredericksburg, VA

Past

January 4, 2016 - May 25, 2016

CARY STREET PARTNERS

CRD#: 128089

FREDERICKSBURG, VA

Past

November 5, 2013 - December 2, 2015

PNC WEALTH MANAGEMENT LLC

RIA

CRD#: 129052

KINGSTOWNE, VA

Past

November 5, 2013 - December 2, 2015

PNC WEALTH MANAGEMENT LLC

CRD#: 129052

KINGSTOWNE, VA

Past

September 17, 2012 - October 22, 2013

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

ANNANDALE, VA

Past

September 17, 2012 - October 22, 2013

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ANNANDALE, VA

Past

April 21, 2012 - June 8, 2012

EDWARD JONES

CRD#: 250

ST. LOUIS, MO

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

Virginia
(3/22/2023)

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: 5/12/2012

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 5/25/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/19/2012

General Securities Representative Examination

Current Firm

CLEARVUE FINANCIAL

CLEARVUE FINANCIAL | CLEARVUE FINANCIAL, LLC | CLEARVUE FINANCIAL PLANNING, LLC | CLEARVUE FINANCIAL PLANNING

CRD#: 284068 / SEC#:

Texas

Registered Investment Advisory firm - (12/31/2022 Failure to Renew)

Virginia

Registered Investment Advisory firm - (3/22/2023 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

Alexandria, VA

Mailing Address

368 S Pickett St Unit 23873, Alexandria, VA 22304

Phone number

(703) 785-9575

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	30
AUM (Assets Under Management)	$ 1,678,818

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Edward I. Anderson Iii

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward Ignatius Anderson Iii's CRS (Customer Relationship Summary).

Certified licenses

Experience

CLEARVUE FINANCIAL

CARY STREET PARTNERS

CARY STREET PARTNERS

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

EDWARD JONES

State Registrations and Notice Filings

Exams

Series 66

Date: 5/12/2012

SIE

Date: 5/25/2016

Series 7

Date: 4/19/2012

Current Firm

CLEARVUE FINANCIAL

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CLEARVUE FINANCIAL

TRUST BUT VERIFY

Similar Advisors