linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

William C Skeean

Edge Capital Group, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you William? Claim Your Profile

About William C Skeean

William C. Skeean is a registered investment advisor representative with Edge Capital Group, LLC. William has been in the industry since 2002. William holds Series 3 and Series 7 licenses, as well as the Series 66 license. William is also a Chartered Financial Analyst. William has been with Edge Capital Group, LLC since 2018. Previously, William was with Goldman, Sachs & Co. for 5 years.

Firm Information

William Skeean is currently registered with Edge Capital Group, LLC. Edge Capital Group, LLC is an investment advisor located in Atlanta, GA. The firm manages approximately $1 billion to $10 billion in assets and provides financial planning, pension consulting, portfolio management, and other advisory services to high-net-worth individuals, corporations, investment companies, pooled investment vehicles, and charitable organizations.
Edge Capital Group, LLC

3333 RIVERWOOD PARKWAY

ATLANTA, GA 30339

$6.39B

Assets Under Management

3

Total Clients

24

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

check

consulting services, family office services, insurance solutions

Consulting services, family office services, 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.

check

fixed fees

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

check

percentage of assets

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

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

William Skeean’s Registration & Firm History

TX

08/16/2018 - Present

Edge Capital Group, LLC (Dallas TX)

NY

09/24/2002 - 05/11/2007

GOLDMAN, SACHS & CO. (NEW YORK NY)

Not sure if William C Skeean is right for you?

Licenses & Designations

BOTH

Issued 11/04/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/26/2012

Series 3 - National Commodity Futures Examination

BC

Issued 09/19/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William C Skeean.
Not sure if William C Skeean is right for you?