Robert Eddy is a registered investment advisor, based in Williston, VT, with 52 years of industry experience.
Location
33 Blair Park Road, Suite 100, Williston, VT, 05495
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert is a passive investor in a real estate building, a managing partner for SilverLake Wealth Management, LLC, and a registered representative of PKS. He is also an independent insurance agent, has ownership in SWM Realty Holdings, LLC, E&M Realty Corp, and 22 Thorpe Ave Ext, LLC, all related to real estate.
Employment History
Current Registrations
Purshe Kaplan Sterling Investments
Purshe Kaplan Sterling InvestmentsBroker
Silverlake Wealth Management LLC
Previous Registrations
Silverlake Wealth Management LLC
LPL Financial LLCBroker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Morgan Stanley Dw INC.Broker
Dean Witter & CO. IncorporatedBroker
Thomson Mckinnon Securities INC.Broker
W E HuttonBroker
State Registrations14 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.