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Edward Allan Boll

EAB Investment Group, LLC

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About Edward Allan Boll

Edward Allan Boll is a financial professional with over 13 years of experience in the financial services industry. Edward has a background in securities, investments, and financial planning. Edward is currently a Registered Representative and Investment Adviser Representative for EAB Investment Group, LLC, an SEC-registered investment adviser. Edward is also a Managing Partner at EAB Investment Group, LLC, a position he has held since 2011. Edward's previous employers include SRT Securities LLC, LightSpeed Trading, LLC, McGowan Investors, L.P., DC Trading Partners L.L.C., and SLK-Hull Derivatives LLC.

Firm Information

Edward Boll is currently registered with EAB Investment Group, LLC. EAB Investment Group, LLC is an investment advisor headquartered in Bala Cynwyd, PA, managing approximately $136,090,498 in assets for one client. The firm specializes in portfolio management for investment companies.
EAB Investment Group, LLC

150 MONUMENT ROAD

BALA CYNWYD, PA 19004

$136.09M

Assets Under Management

1

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Edward Boll’s Registration & Firm History

PA

05/14/2020 - Present

EAB Investment Group, LLC (Philadelphia PA)

MI

12/14/2012 - 01/13/2021

SRT SECURITIES LLC (BIRMINGHAM MI)

NY

09/20/2011 - 12/20/2012

LIGHTSPEED TRADING, LLC (NEW YORK NY)

PA

06/03/2010 - 12/23/2010

MCGOWAN INVESTORS, L.P. (PHILADELPHIA PA)

NY

03/30/2005 - 06/29/2007

DC TRADING PARTNERS L.L.C. (NEW YORK NY)

NY

07/09/2004 - 11/02/2004

SLK-HULL DERIVATIVES LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 09/24/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/26/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/11/2020

Series 4 - Registered Options Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/08/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Edward Allan Boll.
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