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Edward Francis Ambrose

Sound View Wealth Advisors Group, LLC

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About Edward Francis Ambrose

Edward Francis Ambrose is an investment advisor representative at Sound View Wealth Advisors Group, LLC. Edward has been in the financial services industry since 2011. Edward is registered with the state of Georgia, and the state of South Carolina. Edward has passed the Series 66, Series 7, and SIE exams. Edward's experience includes working with high-net-worth individuals, corporations and charitable organizations. Sound View Wealth Advisors Group, LLC offers a variety of financial planning and investment management services.

Firm Information

Edward Ambrose is currently registered with Sound View Wealth Advisors Group, LLC. Sound View Wealth Advisors Group, LLC is an investment advisor based in Savannah, Georgia. The firm provides financial planning, pension consulting, and other advisory services to individuals, corporations, and charitable organizations. They manage approximately $1.6 billion in assets.
Sound View Wealth Advisors Group, LLC

1 SKIDAWAY VILLAGE WALK

SAVANNAH, GA 31411

$1.63B

Assets Under Management

Not reported

Total Clients

9

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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credit and cash management solutions; insurance solutions

Credit and cash management solutions; insurance solutions

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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other

Revenue sharing on eligible credit and cash management solutions

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Edward Ambrose’s Registration & Firm History

GA

07/19/2023 - Present

Sound View Wealth Advisors Group, LLC (Savannah GA)

GA

10/07/2011 - 04/02/2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAVANNAH GA)

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Licenses & Designations

BOTH

Issued 11/04/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/02/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/06/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Edward Francis Ambrose.
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