Edward
Boll

Eab Investment Group, LLC

CRD#4771992
Investment Advisor
in Philadelphia, PA

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About this Advisor

Edward Boll is a financial advisor operating in Philadelphia, Pennsylvania with a total of 3 years of relevant experience. Boll is an advisor for Eab Investment Group, LLC. Their career trajectory has included roles at Eab Investment Group, Srt Securities LLC and Guggenheim Securities, LLC. Boll maintains Series 63 and Series 66 licenses, which qualify them as a securities representative, and can operate in Pennsylvania. Eab Investment Group, LLC is a business operating out of Philadelphia, PA. It administers $86 million in assets among its one customer accounts, making it one of the smaller firms in the nation by assets under management. The firm has a few services, including portfolio management for investment companies, portfolio management for pooled investment vehicles and security rating services. Fees charged by financial advisors vary depending on which services are offered. Fee types billed by Eab Investment Group, LLC likely include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

3 years

Services Offered

Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Security ratings or pricing services

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1650 Market Street 36Th Floor
Philadelphia, PA 19103

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Eab Investment Group, LLC Brokerage Details

Total Assets Under Management

$85,934,233

PA Average: $15,833,994,310
Total Number of Employees

4

PA Average: 41
Total Number of Accounts

1

PA Average: 3,342
Average Account Size

$85,934,233

PA Average: $4,737,880

Investment Advisory Services

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Security ratings or pricing services

Edward Boll Work History

Edward has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Guggenheim Securities, LLC

2011 - Present (13 years)

Eab Investment Group

2012 - 2021 (9 years)

Srt Securities 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 Edward Boll 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 Eab Investment Group, LLC

James Ryan
Philadelphia, PA
William Visconto
Philadelphia, PA
Edward Boll
Philadelphia, PA
Arnim Holzer
Philadelphia, PA

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.

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