Edmund
Batchelor
Smith Salley Wealth Management
Answer a few questions and
get matched with an advisor.
About this Advisor
Edmund Batchelor is a certified financial planner operating out of Greensboro, North Carolina, with a total of 16 years of industry experience. Batchelor is currently employed by Smith Salley Wealth Management. They have spent their entire career at Smith Salley Wealth Management. Batchelor maintains a Series 65 license, which qualifies them as an investment advisor representative, and can work in North Carolina and Texas. Smith Salley Wealth Management is an advisory firm that has its headquarters in Greensboro, NC. The firm has offices in two locations and a total of 17 advisors. It has $3 billion in assets under management across its 2,136 client accounts, placing it among the biggest firms in the nation by assets under management. The firm serves six charities and foundations. Of its 2,136 customer accounts, 48% belong to high-net-worth individuals who have at least $1 million in investable assets. Smith Salley Wealth Management offers a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial management fees vary depending on which services are offered. Fees charged by Smith Salley Wealth Management typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Smith Salley Wealth Management Brokerage Details
$2,709,592,506
17
2,136
$1,268,536
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Edmund Batchelor Work History
Edmund has been registered as a financial advisor for 16 years.*
Smith Salley And Associates, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Edmund Batchelor to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Smith Salley Wealth Management
Greensboro, NC
Greensboro, NC
Greensboro, NC
Greensboro, NC
Greensboro, NC
Greensboro, NC
Greensboro, NC
Greensboro, NC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
