Edward Helm
Emerald Haven Investments · Albemarle, North Carolina
Edward Helm is a fee-only financial advisor at Emerald Haven Investments in Albemarle, North Carolina. Emerald Haven Investments reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Emerald Haven Investments |
|---|---|
| Based in | Albemarle, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.1M across 10 accounts |
| SEC registration | Investment adviser representative in GA, NC · CRD 1917971 |
| Exams passed | Series 63 (1989) · Series 65 (2011) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Edward's firm compares
- Emerald Haven Investments's average account is about $105,000, from its Form ADV (assets managed divided by 10 accounts).
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Questions about Edward
Is Edward Helm a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Edward holds no broker registration, and Emerald Haven Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Edward charge for financial advice?
Edward's firm, Emerald Haven Investments, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Edward Helm based?
Edward Helm is based in Albemarle, North Carolina.
Is Edward Helm registered with the SEC?
Yes. Edward Helm is registered as an investment adviser representative in GA and NC (CRD 1917971), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Emerald Haven Investments manage?
Emerald Haven Investments reports $1.1M across 10 accounts in assets under management.
How do I contact Edward Helm?
Contact details aren't on file yet. Search for Emerald Haven Investments.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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