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DE

Don H. Eidam

ROOF EIDAM MAYCOCK PERALTA LLC
San Francisco, CA 94104
Some features on this profile are disabled
CRD#: 1894769
DE

Professional summary

Don Henry Eidam JR, CFP®, who also goes by Don Eidam, is a registered financial advisor currently at ROOF EIDAM MAYCOCK PERALTA LLC located in San Francisco, California.

Don is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Don has worked at 6 firms and has passed the Series 63, Series 7 and Series 24 exams.

top-8-questions

Question & Answer

What are your service offerings?
Investment Planning
Estate Planning
Insurance Planning
Retirement Planning
Tax Planning
Comprehensive Financial Planni...
Employee and Employer Plan Ben...
Are you a "fiduciary"?
Yes

Aliases

Don Eidam

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Don Henry Eidam JR's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 1992

Experience

Current

January 21, 1997 - Present

ROOF EIDAM MAYCOCK PERALTA LLC

Office #1: 235 Pine Street, Suite 1200, San Francisco, CA 94104
RIA
CRD#: 106696
San Francisco, CA
Past

September 8, 2009 - August 16, 2013

LPL FINANCIAL LLC

BD
CRD#: 6413
SAN FRANCISCO, CA
Past

July 8, 1997 - March 27, 2003

ASSOCIATED PLANNERS INVESTMENT ADVISORY INC

RIA
CRD#: 104790
SAN FRANCISCO, CA
Past

July 5, 1996 - March 17, 1998

NORTH COAST SECURITIES CORPORATION

BD
CRD#: 35982
SAN FRANCISCO, CA
Past

January 1, 1993 - September 8, 2009

ASSOCIATED SECURITIES CORP.

BD
CRD#: 12969
SAN FRANCISCO, CA
Past

August 24, 1989 - December 31, 1992

PATTERSON FINANCIAL SERVICES, INC.

BD
CRD#: 10368
LAFAYETTE, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
RE
ROOF EIDAM MAYCOCK PERALTA LLC
ROOF EIDAM & MAYCOCK | ROOF, EIDAM & MAYCOCK, LLC | ROOF, EIDAM & MAYCOCK | ROOF EIDAM MAYCOCK PERALTA LLC

CRD#: 106696 / SEC#: 801-53480

RIA
Registered Investment Advisory firm - (12/19/1996 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(1/21/1997)

Exams

State Security Law Exam
RR
Series 63
Date: 3/22/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 8/19/1989
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 9/7/1994
General Securities Principal Examination

Current Firm

RE
ROOF EIDAM MAYCOCK PERALTA LLC
ROOF EIDAM & MAYCOCK | ROOF, EIDAM & MAYCOCK, LLC | ROOF, EIDAM & MAYCOCK | ROOF EIDAM MAYCOCK PERALTA LLC

CRD#: 106696 / SEC#: 801-53480

RIA
Registered Investment Advisory firm - (12/19/1996 Approved)
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Contact information

Main Address
235 Pine St. Suite 1200, San Francisco, CA 94132
Mailing Address
Phone number
(415) 788-4600
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (6 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

REM PART 2A APPENDIX 1 INSTITUTIONAL WRAP FEE BROCHURE (2/4/2025)
REM PART 2A APPENDIX 1 WRAP FEE BROCHURE (2/4/2025)

Regulatory assets under management

Total Number of Accounts949
AUM (Assets Under Management)$ 727,087,215

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ROOF EIDAM MAYCOCK PERALTA LLC

CRD#: 106696San Francisco, CA 94104

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Contact information

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