Rory EldredgeCRD Number: 5916597
Current Firm: Strategic Advisers, Inc.
Rory Eldredge (CRD# 5916597) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Salt Lake City, UT and has over 5 years of experience in the finance industry.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|Fidelity Brokerage Services LLC||Salt Lake City, UT||Apr 2011 - Current||5|
|Unemployed||Salt Lake City, UT||Dec 2010 - Apr 2011||< 1|
|Spwriting English Academy||Seoul,||Sep 2010 - Dec 2010||< 1|
|University Of Utah||Salt Lake City, UT||May 2009 - Aug 2010||1|
|Discover Financial Services LLC||West Valley City, UT||Dec 2009 - Jul 2010||< 1|
|Cancun Cafe||Salt Lake City, UT||Sep 2004 - Mar 2009||4|
|University Of Utah||Salt Lake City, UT||Aug 2007 - Dec 2008||1|
|University Of Utah||Salt Lake City, UT||Aug 2006 - Dec 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2011|
|S66||NASAA Uniform Combined State Law Examination||Oct 2012|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV