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Philippe-joseph Eustache

PRIVE WEALTH MANAGEMENT
GRAYSON, GA
·CRD# 6767697·9 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

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.

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Years of Experience

9 years in the financial services industry

Current & Past Employments

PRIVE WEALTH MANAGEMENT·CRD# 339705
RIA
1702 Sweet Barley Way, Grayson, GA 30017
January 16, 2026 - Present
EDWARD JONES·CRD# 250
RIA
Atlanta , GA
May 17, 2024 - November 6, 2025
EDWARD JONES·CRD# 250
BD
Atlanta , GA
May 17, 2024 - November 6, 2025
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
RIA
Los Angeles, CA
May 17, 2023 - May 17, 2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
Los Angeles, CA
April 18, 2023 - May 17, 2024
J.P. MORGAN SECURITIES LLC·CRD# 79
RIA
Walnut Creek, CA
February 21, 2019 - September 11, 2020
J.P. MORGAN SECURITIES LLC·CRD# 79
BD
Walnut Creek, CA
February 20, 2019 - September 11, 2020
MML INVESTORS SERVICES, LLC·CRD# 10409
RIA
Walnut Creek, CA
June 25, 2018 - February 12, 2019
MML INVESTORS SERVICES, LLC·CRD# 10409
BD
Walnut Creek, CA
June 15, 2018 - February 12, 2019
MORGAN STANLEY·CRD# 149777
RIA
Walnut Creek, CA
August 2, 2017 - May 17, 2018
MORGAN STANLEY·CRD# 149777
BD
Walnut Creek, CA
August 1, 2017 - May 17, 2018

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Current Firm

PW
PRIVE WEALTH MANAGEMENT

PRIVE WEALTH MANAGEMENT | PRIVE WEALTH MANAGEMENT, LLC

CRD#: 339705
Georgia
Registered Investment Advisory firm - Georgia (1/16/2026 Approved)

Contact Information

Main Address

1702 Sweet Barley Way, Grayson, GA 30017

Phone Number

(470) 737-4131

# of Employees

1

Documents

Latest Form ADV
0

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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.

ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY OR PRIVATE INVESTMENT WITH A NON-PUBLIC ENTITYNAME OF ENTITY: SOVEREIGN SPORTS PERFORMANCE, LLC.POSITION: OWNERSTART DATE: 7/11/2020ADDRESS: 122 Martinez, CA DETAILS: NUTRITION AND FITNESS COACH. ONLINE NUTRITION AND FITNESS COACHING.INVESTMENT RELATED: NOHOURS DEDICATED (per month unless otherwise indicated): 24HOURS DURING TRADING: 0ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY OR PRIVATE INVESTMENT WITH A NON-PUBLIC ENTITYNAME OF ENTITY: MELANATED WORKS, INC.POSITION: OWNERSTART DATE: 7/17/2020ADDRESS: 122 Martinez, CA DETAILS: FAMILY HOLDING COMPANY.INVESTMENT RELATED: NOHOURS DEDICATED (per month unless otherwise indicated): 0HOURS DURING TRADING: 0 I* 1548269 For profit or not for profit: Entity For Profit,Entity Publicly Traded Name of outside business organization: Uber Technologies, Inc. Investment related: no Address of business: San Francisco, CA, 94103 Nature of business: Corporation Position, title, association: Consultant/Independent Contractor Start date of relationship: 10/28/2023 Number of hours devoted: 16 weekly Number of hours devoted during trading hours: 0 Duties: Provide food delivery services

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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.
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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed May 2023About the Series 66 exam

Series 7TO — General Securities Representative Examination

Passed Apr 2023About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jun 2017About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

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

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