Edward Charles Yale

Employer firm

Strategic Financial Concepts, LLC CRD 141849

$928M regulatory AUM 75 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• 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

• 01/2016 → 01/2017
  Sonora Financial Management, Llc
  San Angelo, TX
• 02/2017 → 04/2017
  Na
  San Angelo, TX
• 05/2017 → Present
  Strategic Financial Concepts, Llc
  San Angelo, TX

Previous Registrations

• 2016-05-31 → 2017-01-18
  Sonora Financial Management, Llc
  San Angelo, TX

Other Businesses

VIP Livestock Company in San Angelo, Texas. Perform non-investment-related livestock management duties for a family ranching operation. Involvement started in 1993. Hours worked monthly varies widely from 0 to 10 or more hours, which can include hours during the trading day. Mr. Yale is an approved Co-Trustee for an Irrevocable Trust for planning and fund management.

Exams

• S63 Uniform Securities Agent State Law Examination
  2003-05-22

Designations

• Chartered Financial Analyst

Other Names

• Edward Yale
• Ed Yale