Edward Kroell
Edward Kroell is a registered investment advisor at Executive Services Securities, LLC, based in Atlanta, GA, with 29 years of industry experience. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Executive Services Securities (ESS) provides investment advice to corporations regarding their Non Qualified Executive Benefit Plans and typically does not charge a fee for these services. If a client or client employee wants specific investment advisory services, ESS would refer them to a third party Registered Investment Advisor.
Location
3445 Peachtree Road Ne, Suite 200, Atlanta, GA, 30326-1156
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Edward is the president of the EE Beta Theta Pi Housing Corporation. He also receives residual income from previous insurance sales.
Employment History
Current Registrations
Executive Services Securities, LLC
Balser Financial Corporation
Executive Services Securities, LLCBroker
Previous Registrations
Wma Securities, INC.Broker
Pruco Securities CorporationBroker
State Registrations13 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.