Edward Francis Ambrose

Employer firm

Sound View Wealth Advisors Group, LLC CRD 300927

$2.28B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2011 → 03/2018
  Merrill Lynch, Pierce, Fenner And Smith Incorporated
  Skidaway Island, GA
• 11/2011 → 03/2018
  Bank Of America, N.A.
  Savannah, GA
• 03/2018 → 03/2019
  Sound View Wealth Advisors, Llc
  Savannah, GA
• 04/2019 → Present
  Sound View Wealth Advisors Group, Llc
  Savannah, GA

Previous Registrations

• 2019-01-11 → 2019-04-03
  Sound View Wealth Advisors, Llc
  Savannah, GA
• 2018-11-05 → 2018-12-31
  Sound View Wealth Advisors, Llc
  Savannah, GA
• 2011-11-08 → 2018-04-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Savannah, GA

Other Businesses

Golf Ground Up, LLC; not investment related; golf instruction

Exams

• S66 Uniform Combined State Law Examination
  2011-11-04

Other Names

• Edward Ambrose