Edward Joseph Finley II
Investment Adviser Representative at Arrow Wealth Advisory LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Edward Joseph Finley II is an investment adviser representative with Arrow Wealth Advisory LLC in Charlottesville, VA, where they have been registered since 2019. They have worked in the securities industry since 2009 and were previously registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Virginia.
Registrations & licenses
- Investment adviser:
- 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.
- BANK OF America, N.A.Apr 2016 – Jul 2018New York, NY
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2016 – Jul 2018New York, NY
- University of VirginiaSep 2015 – May 2019Charlottesville, VA
- US TrustApr 2016 – Jul 2018New York, NY
- Arrow Wealth Advisory LLCApr 2018 – no end date reportedCharlottesville, VA
- University of VirginiaJun 2019 – Mar 2023Charlottesville, VA
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Arrow Wealth Advisory LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Fixed fee
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
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
Similar advisors in Charlottesville, VA
Other advisors whose filed branch office is in the same city.
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