Richard
Mcelroy
Eudaimonia Partners, LLC
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About this Advisor
Richard Mcelroy is a financial advisor working out of Raleigh, North Carolina with 5 years of industry experience. Mcelroy is on the advisory team at Eudaimonia Partners, LLC. Mcelroy has gained experience at Triangle Securities, LLC, Eudaimonia Partners, LLC, Great Lakes And Atlantic Wealth Management and Glenwood Financial Partners LLC. Mcelroy has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in North Carolina. Eudaimonia Partners, LLC is a financial advisory business that has its headquarters in Winchester, TN. The investment advisory business has offices in 15 locations and a total of 33 people on staff. It handles $785 million in total assets among its 3,036 client accounts, placing it among the bigger financial advisory firms in the United States by assets under management. Of its 3,036 accounts, just 10% are associated with high-net-worth clients who have at least $1 million in assets. The advisory firm has a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fees usually are based on which services the firm provides the client. Fees billed by Eudaimonia Partners, LLC likely consist of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Eudaimonia Partners, LLC Brokerage Details
$784,583,085
33
3,036
$258,427
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Richard Mcelroy Work History
Richard has been registered as a financial advisor for 5 years.*
Eudaimonia Partners, LLC
Glenwood Financial Partners LLC
Great Lakes And Atlantic Wealth Management
Triangle Securities, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Richard Mcelroy 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 Eudaimonia Partners, LLC
Evansville, IN
Lakeland, TN
Brentwood, TN
Piperton, TN
Franklin, TN
Winchester, TN
Athens, GA
Winchester, TN
The content in this profile was updated by SmartAsset on 4/16/2023. 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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