Edgerly P. Roberts

EAGLE BLUFFS WEALTH MANAGEMENT LLC

Columbia, MO 65201

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CRD#: 6229030

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Edgerly Elizabeth Perreault | Edgerly Perreault | Edgerly Elizabeth Roberts

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 Edgerly Perreault Roberts'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

March 29, 2021 - Present

EAGLE BLUFFS WEALTH MANAGEMENT LLC

Office #1: 2201 Old 63 South, Columbia, MO 65201

RIA

CRD#: 306311

Columbia, MO

Past

October 2, 2013 - July 17, 2014

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

VESTAVIA, AL

Past

September 3, 2013 - July 17, 2014

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

VESTAVIA, AL

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".

EAGLE BLUFFS WEALTH MANAGEMENT LLC

CRD#: 306311 / SEC#: 801-120565

RIA

Registered Investment Advisory firm - (3/22/2021 Approved)

Missouri

Registered Investment Advisory firm - (7/26/2021 Terminated)

Texas

Registered Investment Advisory firm - (7/26/2021 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

Missouri
(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

State Security Law Exam

IAR

Series 65

Date: 3/29/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/11/2013

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 8/31/2013

Investment Company Products/Variable Contracts Representative Examination

Current Firm

EAGLE BLUFFS WEALTH MANAGEMENT LLC

CRD#: 306311 / SEC#: 801-120565

RIA

Registered Investment Advisory firm - (3/22/2021 Approved)

Missouri

Registered Investment Advisory firm - (7/26/2021 Terminated)

Texas

Registered Investment Advisory firm - (7/26/2021 Terminated)

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Contact information

Main Address

2201 Old 63 South, Columbia, MO 65201

Mailing Address

Phone number

(573) 507-9084

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

EAGLE BLUFFS DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENT (2/28/2025)

Regulatory assets under management

Total Number of Accounts	487
AUM (Assets Under Management)	$ 230,894,800

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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Edgerly P. Roberts

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edgerly Perreault Roberts's CRS (Customer Relationship Summary).

Certified licenses

Experience

EAGLE BLUFFS WEALTH MANAGEMENT LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

Primary Firm SEC Registration

EAGLE BLUFFS WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/29/2021

Series 63

Date: 9/11/2013

Series 6

Date: 8/31/2013

Current Firm

EAGLE BLUFFS WEALTH MANAGEMENT LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

EAGLE BLUFFS WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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