Kevin D. Whitmore

ELDRIDGE INVESTMENT ADVISORS

Manchester, NH 03104

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CRD#: 847282

Professional summary

Kevin David Whitmore, who also goes by Kevin D Whitmore, is a registered financial advisor currently at ELDRIDGE INVESTMENT ADVISORS INC located in Manchester, New Hampshire and LPL FINANCIAL LLC located in Manchester, New Hampshire.

Kevin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1977. Kevin has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 3 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kevin D Whitmore

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.STEPHEN ELDRIDGE AND CO.-10/25/2005-DBA for LPL Business (entity for LPL business)-STEPHEN ELDRIDGE & CO. I MAY PARTICIPATE IN SELLING ADMINISTRATIVE SERVICES TO 401K PLANS-INV Related-MANCHESTER, NH 2.10/25/05-non variable - OUTSIDE FIXED INSURANCE-SELLING VARIOUS INSURANCE PRODUCTS: UNIV., LIFE, DISABILITY, LONG TERM-inv related-MANCHESTER, NH 3.11/09/05-RIA - ELDRIDGE INVESTMENT ADVISORS 4. 11/30/2012 - ELDRIDGE INVESTMENT ADVISORS, INC. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) 5. 07/28/2022 - Stephen Eldridge & Co., Inc. - Investment Related - At Reported Business Location(s) - Third Party Administrator (TPA) - Start Date - 07/28/2022

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin David Whitmore'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

November 8, 2005 - Present

ELDRIDGE INVESTMENT ADVISORS INC

Office #1: 686 Chestnut St, Manchester, NH 03104

RIA

CRD#: 106380

Manchester, NH

Current

October 14, 2005 - Present

LPL FINANCIAL LLC

Office #1: 686 Chestnut Street, Manchester, NH 03104-3009

RIA

CRD#: 6413

Manchester, NH

Past

October 21, 2005 - September 10, 2020

LPL FINANCIAL LLC

RIA

CRD#: 6413

MANCHESTER, NH

Past

February 16, 1988 - August 29, 2005

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Past

November 25, 1977 - March 16, 1988

E. F. HUTTON & COMPANY INC

CRD#: 235

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".

ELDRIDGE INVESTMENT ADVISORS INC

CRD#: 106380 / SEC#: 801-42161

RIA

Registered Investment Advisory firm - (8/19/1992 Approved)

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.

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

Visual representation of state registrations

Delaware
(6/18/2014)

Florida
(10/14/2005)

Georgia
(4/4/2008)

Indiana
(10/15/2019)

Kentucky
(1/4/2023)

Maine
(9/10/2019)

Maryland
(10/27/2025)

Massachusetts
(10/14/2005)

New Hampshire
(10/14/2005)

IAR

New Hampshire
(11/8/2005)

South Carolina
(12/23/2021)

Vermont
(3/3/2011)

Washington
(3/30/2016)

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

State Security Law Exam

IAR

Series 66

Date: 10/20/2005

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 2/4/1982

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 3/4/1991

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 11/19/1977

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

ELDRIDGE INVESTMENT ADVISORS INC

CRD#: 106380 / SEC#: 801-42161

RIA

Registered Investment Advisory firm - (8/19/1992 Approved)

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Contact information

Main Address

686 Chestnut St, Manchester, NH 03104

Mailing Address

Phone number

(603) 625-8559

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

UPDATED PART 2A BROCHURE.EIA (10/22/2025)

Regulatory assets under management

Total Number of Accounts	969
AUM (Assets Under Management)	$ 790,942,444

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.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Kevin D. Whitmore

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin David Whitmore's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

MORGAN STANLEY DW INC.

E. F. HUTTON & COMPANY INC

Primary Firm SEC Registration

ELDRIDGE INVESTMENT ADVISORS INC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/20/2005

Series 63

Date: 2/4/1982

SIE

Date: 10/1/2018

Series 3

Date: 3/4/1991

Series 7

Date: 11/19/1977

FINRA

Current Firm

ELDRIDGE INVESTMENT ADVISORS INC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ELDRIDGE INVESTMENT ADVISORS INC

TRUST BUT VERIFY

Contact information

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