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JC

Jeffrey R. Croteau

TIDE CYCLE RESOURCES
PORTSMOUTH, NH 03801
Some features on this profile are disabled
CRD#: 4005980
JC

Professional summary

Jeffrey Robert Croteau is a registered financial advisor currently at TIDE CYCLE RESOURCES LLC located in Portsmouth, New Hampshire.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Jeffrey has worked at 3 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 Jeffrey Robert Croteau'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

June 13, 2024 - Present

TIDE CYCLE RESOURCES LLC

Office #1: 36 Maplewood Ave, Portsmouth, NH 03801
RIA
CRD#: 330698
PORTSMOUTH, NH
Past

September 5, 2003 - December 31, 2006

PRIME BUCHHOLZ LLC

RIA
CRD#: 106455
PORTSMOUTH, NH
Past

November 15, 1999 - December 15, 2000

MERCER SECURITIES, INC.

BD
CRD#: 44821
CHICAGO, IL

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".
TC
TIDE CYCLE RESOURCES LLC
TIDE CYCLE RESOURCES LLC

CRD#: 330698 / SEC#: 801-130380

RIA
Registered Investment Advisory firm - (5/30/2024 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
(6/13/2024)

Exams

State Security Law Exam
RR
Series 63
Date: 12/1/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 10/25/1999
General Securities Representative Examination

Current Firm

TC
TIDE CYCLE RESOURCES LLC
TIDE CYCLE RESOURCES LLC

CRD#: 330698 / SEC#: 801-130380

RIA
Registered Investment Advisory firm - (5/30/2024 Approved)
PREMIUM
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Contact information

Main Address
36 Maplewood Ave, Portsmouth, NH 03801
Mailing Address
Phone number
(207) 752-7970
Established
Firm type
Fiscal year end
# of Employees
2

SEC notice filing (1 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

TIDE CYCLES RESOURCES FORM ADV 2A (3/11/2026)

Regulatory assets under management

Total Number of Accounts1
AUM (Assets Under Management)$ 1,851,491,175

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

TIDE CYCLE RESOURCES LLC

CRD#: 330698Portsmouth, NH 03801

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