Edward Francis Ambrose
Investment adviser representative at Sound View Wealth Advisors Group, LLC
15 yearsExperience
3 statesRegistered in
$2.3BFirm assets
7 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.
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
15 years in the industry.
- Sound View Wealth Advisors Group, LLCApr 2019 to now
- Sound View Wealth Advisors, LLCMar 2018 to Mar 2019
- Bank of America, N.A.Nov 2011 to Mar 2018
- Merrill Lynch, Pierce, Fenner and Smith IncorporatedAug 2011 to Mar 2018
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 3 states (GA, PA, SC).
Sound View Wealth Advisors Group, LLC
$2.3BAssets managed
950Clients
9Advisers
7 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
- 5979110
- Firm CRD
- 300927