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Stephen Eldridge

LPL Financial LLC
54 Years of Experience
Manchester, NH
Broker
View SEC Summary
View SEC Summary

Stephen Eldridge is a registered investment advisor at LPL Financial LLC, based in Manchester, NH, with 54 years of industry experience. Stephen is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28129 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

686 Chestnut Street, Manchester, NH, 03104-3009

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Stephen is involved in several business activities, including Stephen Eldridge & Company, Eldridge Investment Advisors, Inc., and 686 Chestnut Associates (owning the office building). He also operates Stephen Eldridge & Co., Inc. as a Third Party Administrator (TPA) since 2020.

Employment History
Current Registrations
LPL Financial LLC
September 1997 - Present · 29 yrs 1 mo
Eldridge Investment Advisors INC
January 1993 - Present · 33 yrs 9 mos
LPL Financial LLC
December 1992 - Present · 33 yrs 10 mos
LPL Financial LLCBroker
December 1992 - Present · 33 yrs 10 mos
Previous Registrations
Fechtor, Detwiler & CO., INC.Broker
May 1988 - December 1992 · 4 yrs 7 mos
Hopper Soliday & CO., INC.Broker
January 1988 - May 1988 · 4 mos
Robert C. Carr & CO., INC.Broker
October 1984 - January 1988 · 3 yrs 3 mos
V.J. Shah & CO., INC.Broker
May 1975 - October 1984 · 9 yrs 5 mos
U. S. Boston Capital CorporationBroker
April 1972 - October 1976 · 4 yrs 6 mos
State Registrations35 states
AKALAZCACOCTDCDEFLGAHIILINKYMAMDMEMIMTNCNHNJNVNYOHORPARISCSDTNTXVAVTWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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