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Eliot Dylan Marr

AIF®
RETIREMENT PLAN ADVISORS
TAMPA, FL
·CRD# 5463664·18 years experience

Professional Summary

Eliot Dylan Marr, AIF®, who also goes by Eliot Marr, is a registered financial advisor currently at RETIREMENT PLAN ADVISORS, LLC located in Tampa, Florida and CAMBRIDGE INVESTMENT RESEARCH, INC. 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 13 firms and has passed the Series 66, SIE, Series 7 and Series 6 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Eliot Marr

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Credentials

AIF®
Accredited Investment Fiduciary

Years of Experience

18 years in the financial services industry

Current & Past Employments

RETIREMENT PLAN ADVISORS, LLC·CRD# 122758
RIA
1112 Channelside Drive, Tampa, FL 33602
January 13, 2026 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.·CRD# 39543
BD
1112 Channelside Drive , Tampa, FL 33602
January 8, 2026 - Present
BISON WEALTH, LLC·CRD# 299805
RIA
Tampa, FL
January 8, 2025 - January 9, 2026
METRIC FINANCIAL, LLC·CRD# 33324
BD
Tampa, FL
June 2, 2023 - January 9, 2026
BISON WEALTH, LLC·CRD# 165931
RIA
Tampa, FL
February 3, 2023 - December 31, 2024
THE PACIFIC FINANCIAL GROUP, INC.·CRD# 105203
RIA
Tampa, FL
August 25, 2021 - December 31, 2022
IFP SECURITIES, LLC·CRD# 297287
BD
Tampa, FL
May 23, 2019 - April 3, 2023
INDEPENDENT FINANCIAL PARTNERS·CRD# 125112
RIA
Tampa, FL
March 4, 2010 - April 3, 2023
LPL FINANCIAL LLC·CRD# 6413
BD
Tampa, FL
February 16, 2010 - May 23, 2019
OPPENHEIMER & CO. INC.·CRD# 249
RIA
Tampa, FL
February 13, 2009 - February 17, 2010
OPPENHEIMER & CO. INC.·CRD# 249
BD
Tampa, FL
February 6, 2009 - February 17, 2010
AMERIPRISE FINANCIAL SERVICES, LLC·CRD# 6363
RIA
Tampa, FL
December 23, 2008 - February 9, 2009
AMERIPRISE FINANCIAL SERVICES, LLC·CRD# 6363
BD
Tampa, FL
November 6, 2008 - February 9, 2009
WELLS FARGO CLEARING SERVICES, LLC·CRD# 19616
BD
Tampa, FL
September 16, 2008 - October 23, 2008
MSI FINANCIAL SERVICES, INC.·CRD# 14251
BD
Tampa, FL
June 17, 2008 - July 16, 2008

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Current Firm

RP
RETIREMENT PLAN ADVISORS, LLC

RETIREMENT PLAN ADVISORS, LLC

CRD#: 122758 / SEC#: 801-63261
RIA
Registered Investment Advisory firm - SEC (7/14/2004 Approved)
Arizona
Registered Investment Advisory firm - Arizona (8/2/2004 Terminated)
Colorado
Registered Investment Advisory firm - Colorado (10/13/2006 Terminated)
Iowa
Registered Investment Advisory firm - Iowa (8/2/2004 Terminated)
Louisiana
Registered Investment Advisory firm - Louisiana (2/11/2005 Terminated)
Missouri
Registered Investment Advisory firm - Missouri (8/2/2004 Terminated)
Nevada
Registered Investment Advisory firm - Nevada (8/2/2004 Terminated)
Texas
Registered Investment Advisory firm - Texas (7/28/2004 Terminated)
Wisconsin
Registered Investment Advisory firm - Wisconsin (2/11/2003 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).

Contact Information

Main Address

29 E. Madison St. Suite 500, Chicago, IL 60602-3205

Phone Number

(312) 701-1100

# of Employees

47

SEC notice filing (36 States and Territories)

Registered to provide investment advisory services in 36 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

RETIREMENT PLAN ADVISORS, LLC CLIENT BROCHURE (3/27/2026)

Regulatory Assets Under Management

Total Number of Accounts

10,031

AUM (Assets Under Management)

$3,540,242,913

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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. ELIOT MARR, 1112 Channelside Drive, Unit 4, Tampa FL 33602, United States, 12/03/2025, Agent, Insurance/Benefits/Human Resources, NIR, 0 HR/MO - 0 HR/MO TRADING 2. MARR FINANCIAL GROUP, LLC, 5120 Bridge Street, unit 4, Tampa FL 33611, United States, 01/01/2010, Owner, Owner/Partner of a Business Entity, INV REL, 0 HR/MO - 0 HR/MO TRADING 3. RETIREMENT PLAN ADVISORS, LLC, 1112 Channelside Drive, CU1, Tampa FL 33602, United States, 01/13/2026, Investment Advisor Representative, RIA Affiliation - other than CIRA, INV REL, 120 HR/MO - 160 HR/MO TRADING

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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".
RP
RETIREMENT PLAN ADVISORS, LLC

RETIREMENT PLAN ADVISORS, LLC

CRD#: 122758 / SEC#: 801-63261
RIA
Registered Investment Advisory firm - SEC (7/14/2004 Approved)
Arizona
Registered Investment Advisory firm - Arizona (8/2/2004 Terminated)
Colorado
Registered Investment Advisory firm - Colorado (10/13/2006 Terminated)
Iowa
Registered Investment Advisory firm - Iowa (8/2/2004 Terminated)
Louisiana
Registered Investment Advisory firm - Louisiana (2/11/2005 Terminated)
Missouri
Registered Investment Advisory firm - Missouri (8/2/2004 Terminated)
Nevada
Registered Investment Advisory firm - Nevada (8/2/2004 Terminated)
Texas
Registered Investment Advisory firm - Texas (7/28/2004 Terminated)
Wisconsin
Registered Investment Advisory firm - Wisconsin (2/11/2003 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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
IAR
Florida
(1/13/2026)
RR
Florida
(1/22/2026)
RR
Georgia
(1/8/2026)
RR
Missouri
(1/8/2026)
RR
New York
(1/8/2026)
RR
North Carolina
(1/26/2026)
RR
South Dakota
(1/8/2026)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Sep 2008About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Sep 2008About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Jun 2008About the Series 6 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Eliot Dylan Marr's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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