Michael W. Eldredge

ALEXANDER CAPITAL WEALTH MANAGEMENT LLC

Atlanta, GA 30350

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CRD#: 2903014

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 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Billy Eldredge

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.

1. LCORE WEALTH MANAGEMENT LLC, INVESTMENT RELATED, 9040 ROSWELL ROAD, SUITE #350, ATLANTA, GA 30350, DBA, BRANCH MANAGER AND OPERATIONS MANAGER, SINCE 3/23/2015.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael William Eldredge'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®

None

Experience

Current

May 11, 2020 - Present

ALEXANDER CAPITAL WEALTH MANAGEMENT LLC

Office #1: 9040 Rosewell Road Suite 350, Atlanta, GA 30350

RIA

CRD#: 157714

Atlanta, GA

Current

May 1, 2020 - Present

ALEXANDER CAPITAL, L.P.

Office #1: 9040 Roswell Road, Suite 375, Atlanta, GA 30350Office #2: 9040 Roswell Road Suite 350, Atlanta, GA 30350

CRD#: 40077

Atlanta, GA

Past

April 1, 2020 - April 8, 2020

ALEXANDER CAPITAL, L.P.

CRD#: 40077

RED BANK, NJ

Past

March 23, 2015 - April 30, 2020

CENTAURUS FINANCIAL, INC.

RIA

CRD#: 30833

ATLANTA, GA

Past

March 23, 2015 - April 30, 2020

CENTAURUS FINANCIAL, INC.

CRD#: 30833

ATLANTA, GA

Past

February 5, 2013 - March 23, 2015

J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC

RIA

CRD#: 124446

ATLANTA, GA

Past

August 17, 1999 - March 23, 2015

J.P. TURNER & COMPANY, L.L.C.

CRD#: 43177

ATLANTA, GA

Past

February 18, 1998 - August 31, 1999

ARGENT SECURITIES, INC.

CRD#: 15297

ATLANTA, GA

Past

December 3, 1997 - February 17, 1998

J.P. TURNER & COMPANY, L.L.C.

CRD#: 43177

ATLANTA, GA

Past

September 4, 1997 - December 11, 1997

R.M. STARK & CO., INC.

CRD#: 7612

LAKE WORTH BEACH, FL

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".

ALEXANDER CAPITAL WEALTH MANAGEMENT LLC

ALEXANDER CAPITAL WEALTH MANAGEMENT LLC | LCORE WEALTH MANAGEMENT LLC | ARTHUR MORRIS LIFFESTYLE WEALTH MANAGEMENT | ALEXANDER CAPITAL, L.P.

CRD#: 157714 / SEC#: 801-112997

RIA

Registered Investment Advisory firm - (4/30/2018 Approved)

Arkansas

Registered Investment Advisory firm - (5/15/2018 Terminated)

New Jersey

Registered Investment Advisory firm - (6/20/2018 Terminated)

New York

Registered Investment Advisory firm - (5/15/2018 Terminated)

Texas

Registered Investment Advisory firm - (5/15/2018 Terminated)

Washington

Registered Investment Advisory firm - (5/22/2018 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Georgia
(5/1/2020)

IAR

Georgia
(5/11/2020)

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

State Security Law Exam

IAR

Series 66

Date: 3/23/2011

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 9/5/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/3/1997

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 6/1/2004

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

ALEXANDER CAPITAL WEALTH MANAGEMENT LLC

ALEXANDER CAPITAL WEALTH MANAGEMENT LLC | LCORE WEALTH MANAGEMENT LLC | ARTHUR MORRIS LIFFESTYLE WEALTH MANAGEMENT | ALEXANDER CAPITAL, L.P.

CRD#: 157714 / SEC#: 801-112997

RIA

Registered Investment Advisory firm - (4/30/2018 Approved)

Arkansas

Registered Investment Advisory firm - (5/15/2018 Terminated)

New Jersey

Registered Investment Advisory firm - (6/20/2018 Terminated)

New York

Registered Investment Advisory firm - (5/15/2018 Terminated)

Texas

Registered Investment Advisory firm - (5/15/2018 Terminated)

Washington

Registered Investment Advisory firm - (5/22/2018 Terminated)

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Contact information

Main Address

10 Drs. James Parker Blvd Suite 202, Red Bank, NJ 07701

Mailing Address

Phone number

(212) 687-5650

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (18 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ALEXANDER CAPITAL WEALTH MANAGEMENT, LLC FIRM BROCHURE (3/11/2025)

ALEXANDER CAPITAL WEALTH MANAGEMENT LLC APPENDIX 1 (3/11/2025)

Regulatory assets under management

Total Number of Accounts	999
AUM (Assets Under Management)	$ 212,106,766

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.

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Advisor Monitoring

Firm Stability Insights

Michael W. Eldredge

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael William Eldredge's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALEXANDER CAPITAL, L.P.

ALEXANDER CAPITAL, L.P.

CENTAURUS FINANCIAL, INC.

CENTAURUS FINANCIAL, INC.

J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC

J.P. TURNER & COMPANY, L.L.C.

ARGENT SECURITIES, INC.

J.P. TURNER & COMPANY, L.L.C.

R.M. STARK & CO., INC.

Primary Firm SEC Registration

ALEXANDER CAPITAL WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/23/2011

Series 63

Date: 9/5/1997

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 9/3/1997

Series 24

Date: 6/1/2004

FINRA

Current Firm

ALEXANDER CAPITAL WEALTH MANAGEMENT LLC

Contact information

SEC notice filing (18 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ALEXANDER CAPITAL WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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