Philippe-joseph Eustache

PRIVE WEALTH MANAGEMENT

GRAYSON, GA 30017

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CRD#: 6767697

Professional summary

Philippe-joseph Eustache is a registered financial advisor currently at PRIVE WEALTH MANAGEMENT located in Grayson, Georgia.

Philippe-joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Philippe-joseph has worked at 6 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Philippe-joseph Eustache's 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

January 16, 2026 - Present

PRIVE WEALTH MANAGEMENT

Office #1: 1702 Sweet Barley Way, Grayson, GA 30017

RIA

CRD#: 149777

WALNUT CREEK, CA

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

Georgia
(1/16/2026)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/16/2023

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 4/16/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/27/2017

General Securities Representative Examination

Current Firm

PRIVE WEALTH MANAGEMENT

PRIVE WEALTH MANAGEMENT | PRIVE WEALTH MANAGEMENT, LLC

CRD#: 339705 / SEC#:

Georgia

Registered Investment Advisory firm - (1/16/2026 Approved)

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Contact information

Main Address

1702 Sweet Barley Way, Grayson, GA 30017

Mailing Address

Phone number

(470) 826-3211

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

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Philippe-joseph Eustache

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Philippe-joseph Eustache's CRS (Customer Relationship Summary).

Certified licenses

Experience

EDWARD JONES

EDWARD JONES

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

MORGAN STANLEY

MORGAN STANLEY

State Registrations and Notice Filings

Exams

Series 66

Date: 5/16/2023

Series 7TO

Date: 4/16/2023

SIE

Date: 10/1/2018

Series 7

Date: 6/27/2017

Current Firm

PRIVE WEALTH MANAGEMENT

Contact information

Documents

Red Flags

Company Information

PRIVE WEALTH MANAGEMENT

TRUST BUT VERIFY

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