William Eden has been an investment adviser representative at Vertis Wealth since October 2021, and is not listed among the firm’s executive officers or direct owners.
Vertis Wealth, LLC is a Chicago, IL firm with $141M under management, 835 clients and 6 advisers across 7 offices, as of its March 2026 filing.
William Eden’s longest registration was 5 years at Ae Wealth Management, LLC (2016–2021). Before joining Vertis Wealth in 2021, William Eden was registered through Ae Wealth Management, LLC and Brookstone Capital Management LLC.
- Vertis Wealth, LLCCurrent– present · 5 yearsFort Smith, AR · Adviser representative · Firm CRD 307270
- Ae Wealth Management, LLC– · 5 yearsFort Smith, AR · Adviser representative · Firm CRD 282580
- Brookstone Capital Management LLC– · 2 yearsFort Smith, AR · Adviser representative · Firm CRD 141413
- Global Financial Private Capital, LLC– · 3 yearsFort Smith, AR · Adviser representative · Firm CRD 132070
- Ridgeway Conger Advisory Services– · 1 yearFort Smith, AR · Adviser representative · Firm CRD 139372
- First Independent Advisory Services, Inc.– · under a yearFort Smith, AR · Adviser representative · Firm CRD 132678
- Horter Investment Management, LLC– · under a yearFort Smith, AR · Adviser representative · Firm CRD 119880
- Eden & Associates, Inc.– · under a yearFort Smith, AR · Adviser representative · Firm CRD 141095
Investment adviser representative registrations
William Eden is registered as an investment adviser representative in Arkansas, since October 2021.
- ArkansasSince 22 October 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 2 June 2006 |
| Series 22 | Direct Participation Programs Representative Examination | 24 July 2001 |
| Series 63 | Uniform Securities Agent State Law Examination | 2 April 2001 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 30 March 2001 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Direct Participation Programs Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- William Standley Eden
- CRD
- 1041630
- Firm
- Vertis Wealth · CRD 307270
- Office
- 8901 Jenny Lind Rd, Ste 9a, Fort Smith, AR 72905
- Registration
- Investment adviser registration
- In the industry since
- December 2006
- Disciplinary history
- Not yet shown here · SEC record
Where does William Eden work?
William Eden is an investment adviser representative registered through Vertis Wealth, LLC since October 2021, and is not listed among the firm’s executive officers or direct owners.
Is William Eden a financial advisor?
Yes. William Eden has a current investment-adviser registration in Arkansas, through Vertis Wealth since October 2021.
How many years of experience does William Eden have?
William Eden has 19 years in the financial industry, since December 2006, across 8 adviser firms.
What exams has William Eden passed?
William Eden has passed 4 licensing exams: the Series 6, Series 63, Series 22 and Series 65. The earliest, the Series 6, was passed in March 2001.
Where did William Eden work before Vertis Wealth?
Before Vertis Wealth, William Eden was registered through Trifound Advisory LLC, April 2021 to May 2021; Ae Wealth Management, LLC, August 2016 to October 2021; Brookstone Capital Management LLC, April 2014 to August 2016; Global Financial Private Capital, LLC, June 2010 to April 2014; Ridgeway Conger Advisory Services, July 2008 to May 2010; First Independent Advisory Services, Inc., March 2008 to July 2008; Horter Investment Management, LLC, July 2007 to March 2008; Eden & Associates, Inc., October 2006 to July 2007.
Where is William Eden based?
William Eden’s registered office is in Fort Smith, AR.
Is William Eden registered with FINRA?
No. William Eden has no current broker registration.
How can I verify William Eden’s record?
Search CRD 1041630 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes William Eden’s full registration record.
