Edward Charles Yale
Investment adviser representative at Strategic Financial Concepts, LLC
1 yearExperience
1 stateRegistered in
CFADesignation
$927.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
1 year in the industry.
- Strategic Financial Concepts, LLCMay 2017 to now
- NAFeb 2017 to Apr 2017
- Sonora Financial Management, LLCJan 2016 to Jan 2017
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
State registrations
Registered as an investment adviser representative in 1 state (TX).
Strategic Financial Concepts, LLC
$927.7MAssets managed
3,824Clients
39Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1648882
- Firm CRD
- 141849