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Stephen R. Murray

ELDRIDGE INVESTMENT ADVISORS
Manchester, NH 03104
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CRD#: 3179019
SM

Professional summary


Stephen Robert Murray is a registered financial advisor currently at ELDRIDGE INVESTMENT ADVISORS INC located in Manchester, New Hampshire.

Stephen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Stephen has worked at 5 firms and has passed the Series 63 and Series 7 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

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 Stephen Robert Murray'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

March 3, 2016 - Present

ELDRIDGE INVESTMENT ADVISORS INC

Office #1: 686 Chestnut St, Manchester, NH 03104
RIA
CRD#: 106380
Manchester, NH
Past

May 2, 2008 - August 24, 2015

HARVEST CAPITAL MANAGEMENT INC

RIA
CRD#: 106613
CONCORD, NH
Past

September 22, 2000 - December 15, 2004

BARINGS SECURITIES LLC

BD
CRD#: 36929
CHARLOTTE, NC
Past

March 22, 1999 - January 5, 2000

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

March 22, 1999 - January 5, 2000

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

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".
EI
ELDRIDGE INVESTMENT ADVISORS INC
ELDRIDGE INVESTMENT ADVISORS INC

CRD#: 106380 / SEC#: 801-42161

RIA
Registered Investment Advisory firm - (8/19/1992 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
New Hampshire
(3/3/2016)

Exams


State Security Law Exam
RR
Series 63
Date: 4/2/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


EI
ELDRIDGE INVESTMENT ADVISORS INC
ELDRIDGE INVESTMENT ADVISORS INC

CRD#: 106380 / SEC#: 801-42161

RIA
Registered Investment Advisory firm - (8/19/1992 Approved)
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Contact information


Main Address
686 Chestnut St, Manchester, NH 03104
Mailing Address
Phone number
(603) 625-8559
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (11 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

UPDATED PART 2A BROCHURE.EIA (10/22/2025)

Regulatory assets under management


Total Number of Accounts969
AUM (Assets Under Management)$ 790,942,444

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


ELDRIDGE INVESTMENT ADVISORS INC

CRD#: 106380Manchester, NH 03104

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