Eliot D. Marr

RETIREMENT PLAN ADVISORS

TAMPA, FL 33602

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CRD#: 5463664

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.

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eliot Dylan Marr'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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

January 13, 2026 - Present

RETIREMENT PLAN ADVISORS, LLC

Office #1: 1112 Channelside Drive, Tampa, FL 33602

RIA

CRD#: 122758

TAMPA, FL

Current

January 8, 2026 - Present

CAMBRIDGE INVESTMENT RESEARCH, INC.

Office #1: 1112 Channelside Drive , Tampa, FL 33602

CRD#: 39543

Tampa, FL

Past

January 8, 2025 - January 9, 2026

BISON WEALTH, LLC

RIA

CRD#: 299805

TAMPA, FL

Past

June 2, 2023 - January 9, 2026

METRIC FINANCIAL, LLC

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

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

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.

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

CRD#: 6363

TAMPA, FL

Past

September 16, 2008 - October 23, 2008

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

TAMPA, FL

Past

June 17, 2008 - July 16, 2008

MSI FINANCIAL SERVICES, INC.

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".

RETIREMENT PLAN ADVISORS, LLC

CRD#: 122758 / SEC#: 801-63261

RIA

Registered Investment Advisory firm - (7/14/2004 Approved)

Arizona

Registered Investment Advisory firm - (8/2/2004 Terminated)

Colorado

Registered Investment Advisory firm - (10/13/2006 Terminated)

Iowa

Registered Investment Advisory firm - (8/2/2004 Terminated)

Louisiana

Registered Investment Advisory firm - (2/11/2005 Terminated)

Missouri

Registered Investment Advisory firm - (8/2/2004 Terminated)

Nevada

Registered Investment Advisory firm - (8/2/2004 Terminated)

Texas

Registered Investment Advisory firm - (7/28/2004 Terminated)

Wisconsin

Registered Investment Advisory firm - (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.

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

IAR

Florida
(1/13/2026)

Florida
(1/22/2026)

Georgia
(1/8/2026)

Missouri
(1/8/2026)

New York
(1/8/2026)

North Carolina
(1/26/2026)

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

State Security Law Exam

IAR

Series 66

Date: 9/26/2008

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/15/2008

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/16/2008

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

RETIREMENT PLAN ADVISORS, LLC

CRD#: 122758 / SEC#: 801-63261

RIA

Registered Investment Advisory firm - (7/14/2004 Approved)

Arizona

Registered Investment Advisory firm - (8/2/2004 Terminated)

Colorado

Registered Investment Advisory firm - (10/13/2006 Terminated)

Iowa

Registered Investment Advisory firm - (8/2/2004 Terminated)

Louisiana

Registered Investment Advisory firm - (2/11/2005 Terminated)

Missouri

Registered Investment Advisory firm - (8/2/2004 Terminated)

Nevada

Registered Investment Advisory firm - (8/2/2004 Terminated)

Texas

Registered Investment Advisory firm - (7/28/2004 Terminated)

Wisconsin

Registered Investment Advisory firm - (2/11/2003 Terminated)

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Contact information

Main Address

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

Mailing Address

Phone number

(312) 701-1100

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (35 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

RETIREMENT PLAN ADVISORS, LLC CLIENT BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts	8,148
AUM (Assets Under Management)	$ 1,882,191,054

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.

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We're Here To Help

Advisor Monitoring

Firm Stability Insights

Eliot D. Marr

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

CAMBRIDGE INVESTMENT RESEARCH, INC.

BISON WEALTH, LLC

METRIC FINANCIAL, LLC

BISON WEALTH, LLC

THE PACIFIC FINANCIAL GROUP, INC.

IFP SECURITIES, LLC

INDEPENDENT FINANCIAL PARTNERS

LPL FINANCIAL LLC

OPPENHEIMER & CO. INC.

OPPENHEIMER & CO. INC.

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

MSI FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

RETIREMENT PLAN ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/26/2008

SIE

Date: 10/1/2018

Series 7

Date: 9/15/2008

Series 6

Date: 6/16/2008

FINRA

Current Firm

RETIREMENT PLAN ADVISORS, LLC

Contact information

SEC notice filing (35 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RETIREMENT PLAN ADVISORS, LLC

TRUST BUT VERIFY

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