Michael William Eldredge
Professional Summary
Michael William Eldredge, who also goes by Billy Eldredge, is a registered financial advisor currently at ALEXANDER CAPITAL WEALTH MANAGEMENT LLC located in Atlanta, Georgia and ALEXANDER CAPITAL, L.P. located in Atlanta, Georgia. Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Michael has worked at 7 firms and has passed the Series 66, Series 63, Series 99TO, SIE, Series 7 and Series...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Billy Eldredge
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
29 years in the financial services industry
Current & Past Employments
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Current Firm
ALEXANDER CAPITAL WEALTH MANAGEMENT LLC | PIVOT PROFESSIONAL PARTNERS | MEDAX CAPITAL | LCORE WEALTH MANAGEMENT LLC | AXIO WEALTH STRATEGIES | ARTHUR MORRIS LIFFESTYLE WEALTH MANAGEMENT | ALEXANDER CAPITAL, L.P.
Contact Information
Main Address
10 Drs. James Parker Blvd Suite 202, Red Bank, NJ 07701Phone Number
(212) 687-5650# of Employees
36SEC notice filing (19 States and Territories)
Registered to provide investment advisory services in 19 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
1,051AUM (Assets Under Management)
$238,078,668Similar Advisors
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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.
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Primary Firm SEC Registration
ALEXANDER CAPITAL WEALTH MANAGEMENT LLC | PIVOT PROFESSIONAL PARTNERS | MEDAX CAPITAL | LCORE WEALTH MANAGEMENT LLC | AXIO WEALTH STRATEGIES | ARTHUR MORRIS LIFFESTYLE WEALTH MANAGEMENT | ALEXANDER CAPITAL, L.P.
State Registrations and Notice Filings
(5/1/2020)
(5/11/2020)
(8/5/2026)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Michael William Eldredge's CRS (Customer Relationship Summary).
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