Edward David Sonnier II
Investment Adviser Representative at Lombard Advisers Incorporated
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Edward David Sonnier II is an investment adviser representative with Lombard Advisers Incorporated in Jennings, LA, where they have been registered since 2009. They have worked in the securities industry since 1995 and have been registered with 3 firms, including Keogler, Morgan & Company, Inc. and Walnut Street Securities, Inc. They have passed 7 industry qualification exams, including the Series 65 (investment adviser), Series 66 (combined investment adviser and state securities agent), and Series 7 (general securities representative). They are registered to provide investment advice in Louisiana.
Registrations & licenses
- Investment adviser:
- Louisiana
- Broker:
7 states and territories
Illinois, Louisiana, North Carolina, Oklahoma, Pennsylvania, Texas, Virginia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Lombard Securities IncorporatedApr 1996 – no end date reportedJennings, LA
- Lombard Advisers IncorporatedJan 2000 – no end date reportedJennings, LA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Lombard Advisers Incorporated
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- First $1,000,0001.70%
- Next $2,000,0001.00%
- Next $7,000,0000.75%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Independent and objective investment advice; Financial Professionals recommend products and services based upon knowledge, individual client needs and market conditions.
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 33
- Offices listed on AdvisorFinder:
- 16
- Main office:
- Baltimore, MD
- SEC file number:
- 801-114981
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 27, 2026
View full firm profileOther advisors at Lombard Advisers Incorporated
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Edward David Sonnier II has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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