Edgerly Perreault Roberts
Professional Summary
Edgerly Perreault Roberts, who also goes by Edgerly Elizabeth Perreault, Edgerly Perreault, Edgerly Elizabeth Roberts, is a registered financial advisor currently at EAGLE BLUFFS WEALTH MANAGEMENT LLC located in Columbia, Missouri. Edgerly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Edgerly has worked at 2 firms and has passed the Series 65, Series 63 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Edgerly Perreault Roberts, Edgerly Elizabeth Perreault, Edgerly Perreault, Edgerly Elizabeth Roberts
Similar Advisors
THORNTON FINANCIAL PLANNING FIRM LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
BRAZOS WEALTH ADVISORS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
THORNTON FINANCIAL PLANNING FIRM LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
BRAZOS WEALTH ADVISORS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
THORNTON FINANCIAL PLANNING FIRM LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
BRAZOS WEALTH ADVISORS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
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.
Similar Advisors
THORNTON FINANCIAL PLANNING FIRM LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
BRAZOS WEALTH ADVISORS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
Years of Experience
13 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
THORNTON FINANCIAL PLANNING FIRM LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
BRAZOS WEALTH ADVISORS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
Current Firm
EAGLE BLUFFS WEALTH MANAGEMENT LLC
Contact Information
Main Address
2201 Old 63 South, Columbia, MO 65201Phone Number
(573) 507-9084# of Employees
5SEC notice filing (3 States and Territories)
Registered to provide investment advisory services in 3 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
550AUM (Assets Under Management)
$294,193,033Similar Advisors
THORNTON FINANCIAL PLANNING FIRM LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
BRAZOS WEALTH ADVISORS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
THORNTON FINANCIAL PLANNING FIRM LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
BRAZOS WEALTH ADVISORS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
Primary Firm SEC Registration
EAGLE BLUFFS WEALTH MANAGEMENT LLC
State Registrations and Notice Filings
(3/29/2021)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Aug 2013About the Series 6 examSimilar Advisors
THORNTON FINANCIAL PLANNING FIRM LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
BRAZOS WEALTH ADVISORS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CRS (Client Relationship Summary) - RIA
Click below to view Edgerly Perreault Roberts's CRS (Customer Relationship Summary).
Similar Advisors
THORNTON FINANCIAL PLANNING FIRM LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
BRAZOS WEALTH ADVISORS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.