Edward Anthony Orell
Investment adviser representative at Sound Income Strategies, LLC
30 yearsExperience
1 stateRegistered in
$4.2BFirm assets
11 yearsFirm in business
Are you Edward Anthony Orell? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
30 years in the industry.
- Sound Income Strategies, LLCAug 2025 to now
- Bulletproof FinancialJan 2024 to now
- Pres FinancialNov 2019 to now
- Orell Financial, Inc.Apr 2017 to now
- Appreciation FinancialNov 2017 to Jun 2019
- Self EmployedFeb 1996 to Apr 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (GA).
Sound Income Strategies, LLC
$4.2BAssets managed
24,757Clients
121Advisers
11 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
- 6655355
- Firm CRD
- 173272