Samuel A. Mcelroy

STRIDE INVESTMENTS

Chicago, IL 60614

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CRD#: 6166318

Professional summary

Samuel Ashford Mcelroy is a registered financial advisor currently at STRIDE INVESTMENTS, LLC located in Chicago, Illinois.

Samuel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Samuel has worked at 1 firm and has passed the Series 65 exam.

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.

1)STRIDE FINANCIAL, LLC; CHICAGO, IL; INSURANCE AND PLANNING SERVICES; 06/2011; APPROXIMATELY 160 HOURS PER MONTH; CHIEF OPERATING OFFICER 2) MCELROY FINANCIAL; CHICAGO, IL; OWNER/INSURANCE AGENT; 11/2006

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Samuel Ashford Mcelroy'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

February 25, 2013 - Present

STRIDE INVESTMENTS, LLC

Office #1: 1925 N Clybourn Ave Suite 301, Chicago, IL 60614

RIA

CRD#: 167037

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".

STRIDE INVESTMENTS, LLC

@FINANCIAL INVESTMENTS | STRIDE INVESTMENTS, LLC | AT WORLD INVESTMENTS, LLC

CRD#: 167037 / SEC#: 801-118363

RIA

Registered Investment Advisory firm - (4/2/2020 Approved)

Illinois

Registered Investment Advisory firm - (4/2/2020 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.

Highlighted states indicate IAR registrations

IAR

Illinois
(2/25/2013)

IAR

Texas
(2/7/2022)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/28/2013

Uniform Investment Adviser Law Examination

Current Firm

STRIDE INVESTMENTS, LLC

@FINANCIAL INVESTMENTS | STRIDE INVESTMENTS, LLC | AT WORLD INVESTMENTS, LLC

CRD#: 167037 / SEC#: 801-118363

RIA

Registered Investment Advisory firm - (4/2/2020 Approved)

Illinois

Registered Investment Advisory firm - (4/2/2020 Terminated)

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Contact information

Main Address

1925 N Clybourn Ave Suite 301, Chicago, IL 60614

Mailing Address

Phone number

(312) 767-9166

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2A & 2B SEC (3/7/2025)

Regulatory assets under management

Total Number of Accounts	1,649
AUM (Assets Under Management)	$ 197,000,922

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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Samuel A. Mcelroy

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Samuel Ashford Mcelroy's CRS (Customer Relationship Summary).

Certified licenses

Experience

STRIDE INVESTMENTS, LLC

Primary Firm SEC Registration

STRIDE INVESTMENTS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/28/2013

Current Firm

STRIDE INVESTMENTS, LLC

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STRIDE INVESTMENTS, LLC

TRUST BUT VERIFY

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