Kevin
Whitmore

Eldridge Investment Advisors Inc

CRD#847282
Investment Advisor
in Manchester, NH

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About this Advisor

Kevin Whitmore is a financial advisor based in Manchester, New Hampshire, working with Eldridge Investment Advisors Inc. Kevin has previously held positions at Stephen Eldridge And Co, Linsco/Private Ledger, and Eldridge Investment Advisors. Kevin has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in New Hampshire. Currently, Kevin is part of Eldridge Investment Advisors Inc, which operates out of Manchester, New Hampshire. The firm has 1 office and 8 employees. The firm manages assets totaling $735.3 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Eldridge Investment Advisors Inc includes asset-based fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

686 Chestnut St
Manchester, NH 03104

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Eldridge Investment Advisors Inc Brokerage Details

Total Assets Under Management

$735,258,297

NH Average: $509,638,208
Total Number of Employees

8

NH Average: 12
Total Number of Accounts

946

NH Average: 581
Average Account Size

$777,229

NH Average: $877,174

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Kevin Whitmore Work History

2005 - Present (19 years)

Stephen Eldridge And Co

2005 - Present (19 years)

Linsco/Private Ledger

2005 - Present (19 years)

Eldridge Investment Advisors

Disclosures

Please visit the SEC profile of Kevin Whitmore to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Eldridge Investment Advisors Inc

Stephen Murray
Manchester, NH
Kevin Whitmore
Manchester, NH
Craig Garner
Manchester, NH

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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