Eddy Company, LLC
Eddy Company, LLC (CRD# 172098) is a financial advisory firm headquartered in Gloucester, MA. They manage $5,360,000 in 29 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management5MILLION
Total Number of Accounts29ACCOUNTS
Average Account Value$184,828
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
Brian Eddy (CRD# 4125425) is an Investment Advisor Representative working at Eddy Company, LLC in Beverly, MA and has over 4 years of experience in the finance industry. Brian Eddy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.