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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Maner is an active Investment Advisor Representative in Georgia. William Maner is currently registered with Edge Capital Group, LLC. William Maner has been in the industry for 31 years. William Maner has passed the Series 63, Series 65, Series 24, Series 7 and SIE exams. William Maner's previous employers include EDGE CORPORATE FINANCE, LLC, and MORGAN STANLEY & CO., INCORPORATED. William Maner has specialized in serving individuals, high-net-worth individuals, other investment advisers, pooled investment vehicles, investment companies, corporations or other businesses, and charitable organizations. William Maner's firm, Edge Capital Group, LLC has offices in Atlanta, GA. William Maner provides investment advice to clients and manages approximately $6.3 billion in assets under management.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Consulting services, family office services, insurance solutions
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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GA
09/21/2018 - Present
Edge Capital Group, LLC (ATLANTA GA)
GA
10/09/2007 - 07/31/2018
EDGE CORPORATE FINANCE, LLC (ATLANTA GA)
NY
11/01/1990 - 05/18/2000
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
BC
Issued 10/18/2007
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/06/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/27/2007
Series 24 - General Securities Principal Examination
BC
Issued 07/31/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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