Edward Joseph Finley
Investment adviser representative at Arrow Wealth Advisory LLC
8 yearsExperience
1 stateRegistered in
$217.8MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
8 years in the industry.
- Arrow Wealth Advisory LLCApr 2018 to now
- University of VirginiaJun 2019 to Mar 2023
- Bank of America, N.A.Apr 2016 to Jul 2018
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2016 to Jul 2018
- US TrustApr 2016 to Jul 2018
- University of VirginiaSep 2015 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (VA).
Arrow Wealth Advisory LLC
$217.8MAssets managed
31Clients
1Advisers
8 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
- 5451245
- Firm CRD
- 296890