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Brice C. Eldredge

EDGEHELM FINANCIAL
Nashville, TN 37215
Some features on this profile are disabled
CRD#: 4809750
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Professional summary

Brice Christopher Eldredge is a registered financial advisor currently at EDGEHELM FINANCIAL located in Nashville, Tennessee.

Brice is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Brice has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

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.
Name and address: Brice Eldredge, 40 Burton Hills, Ste 200, Nashville, TN 37215 Category: Family Office Investment-Related: Yes Title: Owner Duties: Offer concierge level service for a small number of clients Start Date: 10/2019 Hours per month: 100 Hours per month during trading hours: 100

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brice Christopher Eldredge's 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

September 13, 2019 - Present

EDGEHELM FINANCIAL

Office #1: 40 Burton Hills Blvd. Suite 200, Nashville, TN 37215
RIA
CRD#: 305015
Nashville, TN
Past

October 25, 2016 - September 10, 2019

OSAIC FA, INC.

RIA
CRD#: 3978
NASHVILLE, TN
Past

September 1, 2016 - September 10, 2019

OSAIC FA, INC.

BD
CRD#: 3978
NASHVILLE, TN

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
(6/26/2023)
IAR
Tennessee
(9/13/2019)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/18/2016
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/1/2016
General Securities Representative Examination

Current Firm

EF
EDGEHELM FINANCIAL
EDGEHELM FINANCIAL | EDGEHELM, LLC

CRD#: 305015 / SEC#:

California
Registered Investment Advisory firm - (6/26/2023 Approved)
Tennessee
Registered Investment Advisory firm - (9/13/2019 Approved)
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Contact information

Main Address
40 Burton Hills Blvd. Suite 200, Nashville, TN 37215
Mailing Address
Phone number
(615) 430-1619
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts29
AUM (Assets Under Management)$ 50,995,943

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
09/17/2024
Cover Page
Report
11/17/2023
Cover Page
Report
01/10/2023
Cover Page
Report

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

EDGEHELM FINANCIAL

CRD#: 305015Nashville, TN 37215

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