EM
Eliot D. Marr
BISON WEALTH
TAMPA, FL 33602
Some features on this profile are disabled
CRD#: 5463664
EM
Professional summary
Eliot Dylan Marr, AIF®, who also goes by Eliot Marr, is a registered financial advisor currently at BISON WEALTH, LLC located in Tampa, Florida and METRIC FINANCIAL, LLC located in Tampa, Florida.
Eliot is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Eliot has worked at 11 firms and has passed the Series 66, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Eliot Marr
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) Start Date: 6/2016: Core Financial Home Lenders - mortgage loan originator - Mortgage/Real Estate Services - Investment Related - 8401 JR Manor Dr., Tampa, FL 33634 - Conventional, VA, and FHA - 5 Hr./Mo; 0 Hours During Securities Trading; originate residential mortgage applications. (2) Start Date: 6/2014 - 'Choose Wisely' - Author of book- Not Investment Related - sold on Amazon only. - 0 Hours Per Month The Pinnacle Group- Insurance Agent-12724 Grand View Pkwy, Suite 150, Jacksonville, FL. 5Hr./Mo; 0 Hours During Trading, Not invested related. Start Date: 12/2023 (5) 1/11/2008 Independent Licensed Insurance Agent; Investment Related; Tampa, FL; Annuities & Life (BD PLEASE DO NOT REMOVE- REQUIRED FOR IA) (4) 1/2023 Bison Wealth, LLC; Investment Advisor; Investment Related; Managing Director/ Investment Adviser Representative; Atlanta, GA; 35 hours per month; 25 hours during trading hours; provide financial planning and investment services. (5)6/2023 Metric Financial LLC; Broker Dealer; Investment Related; Registered Representative; Atlanta, GA; 5 hours per month; 5 hours during trading hours; financial planning and broker products options/services
CRS (Client Relationship Summary) - RIA
Click below to view Eliot Dylan Marr'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®
Experience
Current
January 8, 2025 - Present
BISON WEALTH, LLC
Office #1: 1112 Channelside Dr, Tampa, FL 33602RIA
CRD#: 299805
TAMPA, FL
Current
June 2, 2023 - Present
METRIC FINANCIAL, LLC
Office #1: 1112 Channelside Dr., Tampa, FL 33602BD
CRD#: 33324
Tampa, FL
Past
February 3, 2023 - December 31, 2024
BISON WEALTH, LLC
RIA
CRD#: 165931
Tampa, FL
Past
August 25, 2021 - December 31, 2022
THE PACIFIC FINANCIAL GROUP, INC.
RIA
CRD#: 105203
Tampa, FL
Past
May 23, 2019 - April 3, 2023
IFP SECURITIES, LLC
BD
CRD#: 297287
TAMPA, FL
Past
March 4, 2010 - April 3, 2023
INDEPENDENT FINANCIAL PARTNERS
RIA
CRD#: 125112
TAMPA, FL
Past
February 16, 2010 - May 23, 2019
LPL FINANCIAL LLC
BD
CRD#: 6413
TAMPA, FL
Past
February 13, 2009 - February 17, 2010
OPPENHEIMER & CO. INC.
RIA
CRD#: 249
TAMPA, FL
Past
February 6, 2009 - February 17, 2010
OPPENHEIMER & CO. INC.
BD
CRD#: 249
TAMPA, FL
Past
December 23, 2008 - February 9, 2009
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
TAMPA, FL
Past
November 6, 2008 - February 9, 2009
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
TAMPA, FL
Past
September 16, 2008 - October 23, 2008
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
TAMPA, FL
Past
June 17, 2008 - July 16, 2008
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
TAMPA, 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".
BW
BISON WEALTH, LLC
ANDERSEN WEALTH | ZENITH RETIREMENT PLANNING | UTURN EQUITY, INC. | TRUADVICE WEALTH MANAGEMENT | TRUADVICE LLC | TRINITY STREET FINANCIAL | THE HOLLOWAY PARTNERSHIP | SOLID WEALTH COMPANY | SERVE AND PROTECT FINANCIAL | SAFE HARBOR RETIREMENT ADVISORS INC. | ROADMAP ADVISORS, INC. | RETIREMENT KEY | MILLANG FINANCIAL | LONG FINANCIAL SERVICES | LIGHTMAN CAPITAL, LLC. | LAWRENCE SASSO INSURANCE AND FINANCIAL SERVICES | HAM ASSET MANAGEMENT | GULF HARBOR FINANCIAL, INC | FOGUTH FINANCIAL GROUP | F2 FINANCIAL FREEDOM | EDWARDS FINANCIAL STRATEGIES | CAPITAL DEFENDER ADVISORS | BISON WEALTH, LLC | BISON ADVISORS, LLC | BISON ADVISORS | ARMIS ADVISERS, LLC | ARMIS ADVISERS
CRD#: 299805 / SEC#: 801-114547
RIA
Registered Investment Advisory firm - (1/30/2019 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.RR
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
RR
Florida(8/2/2023)
IAR
Florida(1/8/2025)
RR
Georgia(1/3/2025)
RR
Indiana(1/3/2025)
RR
Missouri(1/3/2025)
RR
New York(1/3/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
BW
BISON WEALTH, LLC
ANDERSEN WEALTH | ZENITH RETIREMENT PLANNING | UTURN EQUITY, INC. | TRUADVICE WEALTH MANAGEMENT | TRUADVICE LLC | TRINITY STREET FINANCIAL | THE HOLLOWAY PARTNERSHIP | SOLID WEALTH COMPANY | SERVE AND PROTECT FINANCIAL | SAFE HARBOR RETIREMENT ADVISORS INC. | ROADMAP ADVISORS, INC. | RETIREMENT KEY | MILLANG FINANCIAL | LONG FINANCIAL SERVICES | LIGHTMAN CAPITAL, LLC. | LAWRENCE SASSO INSURANCE AND FINANCIAL SERVICES | HAM ASSET MANAGEMENT | GULF HARBOR FINANCIAL, INC | FOGUTH FINANCIAL GROUP | F2 FINANCIAL FREEDOM | EDWARDS FINANCIAL STRATEGIES | CAPITAL DEFENDER ADVISORS | BISON WEALTH, LLC | BISON ADVISORS, LLC | BISON ADVISORS | ARMIS ADVISERS, LLC | ARMIS ADVISERS
CRD#: 299805 / SEC#: 801-114547
RIA
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Contact information
Main Address
3550 Lenox Road Ne Suite 2550, Atlanta, GA 30326
Mailing Address
Phone number
(404) 841-2224
Established
Firm type
Fiscal year end
# of Employees
78
SEC notice filing (32 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 9,112 |
| AUM (Assets Under Management) | $ 2,753,091,446 |
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.
