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EDEN ADVISORY SERVICES, LLC

ALBANY, NY · CRD 277083 · IAPD ↗ · edenasc.com · (518) 203-8833

$27.8MRegulatory AUM
3Advisory reps
3Employees
0Clients
1-10Planning clients
0Private funds
2States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
October 2026 — EDEN ADVISORY SERVICES, LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
May 2026 — EDEN ADVISORY SERVICES, LLC (ALBANY, NY) is newly SEC-registered with $27.8M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.