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Robert William Eddy

SILVERLAKE WEALTH MANAGEMENT

WILLISTON, VT

·CRD# 75378·53 years experience

Professional Summary

Robert William Eddy is a registered financial advisor currently at SILVERLAKE WEALTH MANAGEMENT LLC located in Williston, Vermont and PURSHE KAPLAN STERLING INVESTMENTS located in Williston, Vermont. Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1973. Robert has worked at 8 firms and has passed the Series 65, Series 63, Series 7TO, SIE, PC and Series 1 exams.

At a Glance

Advisory Accounts Only

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

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

Email

xxxxx@xxxx.xxx

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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

53 years in the financial services industry

Current & Past Employments

SILVERLAKE WEALTH MANAGEMENT LLC·CRD# 165525

RIA

33 Blair Park Road Suite 100, Williston, VT 05495

January 6, 2017 - Present

PURSHE KAPLAN STERLING INVESTMENTS·CRD# 35747

BD

33 Blair Park Road, Suite 100, Williston, VT 05495

April 9, 2020 - Present

SILVERLAKE WEALTH MANAGEMENT LLC·CRD# 165525

RIA

Williston, VT

December 10, 2012 - December 31, 2016

LPL FINANCIAL LLC·CRD# 6413

BD

Williston, VT

December 6, 2012 - April 16, 2020

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC·CRD# 11025

RIA

Williston, VT

November 25, 2002 - December 7, 2012

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC·CRD# 11025

BD

Williston, VT

April 5, 2002 - December 7, 2012

MORGAN STANLEY DW INC.·CRD# 7556

BD

Purchase, NY

February 24, 1978 - April 8, 2002

DEAN WITTER & CO. INCORPORATED·CRD# 6466

BD

June 24, 1976 - February 24, 1978

THOMSON MCKINNON SECURITIES INC.·CRD# 829

BD

July 8, 1974 - August 6, 1976

W E HUTTON·CRD# 1000001

BD

September 11, 1973 - August 19, 1975

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Current Firm

SW

SILVERLAKE WEALTH MANAGEMENT LLC

ESSEX WEALTH MANAGEMENT LLC | SILVERLAKE WEALTH MANAGEMENT LLC | SILVER LAKE WEALTH MANAGMENT LLC

CRD#: 165525 / SEC#: 801-97340

RIA

Registered Investment Advisory firm - SEC (6/3/2015 Approved)

Vermont

Registered Investment Advisory firm - Vermont (3/14/2016 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).

Contact Information

Main Address

33 Blair Park Road Suite 100, Williston, VT 05495

Phone Number

(802) 857-5083

# of Employees

13

SEC notice filing (19 States and Territories)

Registered to provide investment advisory services in 19 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SILVER LAKE DISCLOSURE BROCHURE, BROCHURE SUPPLEMENTS, AND PRIVACY POLICY (7/1/2026)

Regulatory Assets Under Management

Total Number of Accounts

2,641

AUM (Assets Under Management)

$849,074,948

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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.

1. NAVY PARK PARTNERS - NOT INVESTMENT-RELATED - PASSIVE INVESTMENT - START 12/06/2012 - PASSIVE INVESTOR IN A REAL ESTATE BUILDING. - TIME SPENT 1% - WILLISTON, VT. 2. Mr. Eddy is dually registered with SilverLake Wealth Management, LLC and Purshe Kaplan Sterling Investments, Inc. ("PKS"). Mr. Eddy has served as a managing partner for SilverLake Wealth Management, LLC since 01/2017 and as a registered representative of PKS since 4/2020. Business is conducted at 33 Blair Park Rd., Ste. 100, Williston, VT 05495. Approximately 90% of Mr. Eddy's time is as an investment advisor representative and the balance as a registered representative. 3. Independent insurance agent. Not investment-related. Same address. Insurance sales. 07/2002. Approximately 10 hours/month. Approximately 5 hours/month during securities trading hours. 4. SWM Realty Holdings, LLC - Not Investment-Related - 33 Blair Park Rood, Suite 100, Williston, VT 05495 - Real Estate Rental - Started 11/30/2011 - 1 Hour Per Month/0 Hours During Securities Trading. 5. E&M Realty Corp. Not Investment Related. 7 Sunset Court, Shelburne VT 05482. Owner of 2 small retail office buildings. President. Start 1980. 1 hour per month not during trading. as 60% owner (partner 40%) who is retired helps oversee property. Long time contractors support buildings. 6. 22 Thorpe Ave Ext, LLC. Not Investment Related. 7 Sunset Court, Shelburne VT 05482. Owner of 7 unit apartment building. Sole Owner. Start 1980. 1 hour per month not during trading. Read monthly reports from bookkeeper and property manager. Very Delegated.

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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".

SW

SILVERLAKE WEALTH MANAGEMENT LLC

ESSEX WEALTH MANAGEMENT LLC | SILVERLAKE WEALTH MANAGEMENT LLC | SILVER LAKE WEALTH MANAGMENT LLC

CRD#: 165525 / SEC#: 801-97340

RIA

Registered Investment Advisory firm - SEC (6/3/2015 Approved)

Vermont

Registered Investment Advisory firm - Vermont (3/14/2016 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.

RR

indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.

RR

Arizona
(1/12/2021)

RR

Connecticut
(4/9/2020)

RR

Florida
(5/5/2020)

RR

Massachusetts
(4/9/2020)

RR

New Hampshire
(4/9/2020)

RR

New Jersey
(1/12/2021)

RR

New York
(4/9/2020)

RR

North Carolina
(4/9/2020)

RR

Ohio
(9/6/2023)

RR

Pennsylvania
(4/9/2020)

RR

Tennessee
(9/6/2023)

RR

Texas
(4/9/2020)

IAR

Texas
(11/3/2021)

IAR

Vermont
(1/6/2017)

RR

Vermont
(4/29/2020)

RR

Virginia
(4/9/2020)

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.Note:This rule does not apply to broker-dealer activity.

Exams

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

Series 65 — Uniform Investment Adviser Law Examination

Passed May 1996About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Oct 1992About the Series 63 exam

Series 7TO — General Securities Representative Examination

Passed Jan 2023About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

PC — AMEX Put and Call Exam

Passed Feb 1979

Series 1 — Registered Representative Examination

Passed Sep 1973

FINRA

SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Robert William Eddy's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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