Robert
Eddy
Silverlake Wealth Management LLC
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About this Advisor
Robert Eddy is a financial advisor based in Williston, Vermont, working with Silverlake Wealth Management LLC. Robert has previously held positions at Lpl Financial, Silverlake Wealth Management LLC, and Purshe Kaplan Sterling Investments, Inc. Robert has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas and Vermont. Currently, Robert is part of Silverlake Wealth Management LLC, which operates out of Williston, Vermont. The firm has 2 offices and 10 employees. The firm manages assets totaling $485.7 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Silverlake Wealth Management LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Silverlake Wealth Management LLC Brokerage Details
$485,680,764
10
606
$801,453
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
Robert Eddy Work History
Purshe Kaplan Sterling Investments, Inc
Silverlake Wealth Management LLC
Lpl Financial
Disclosures
Please visit the SEC profile of Robert Eddy 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 Silverlake Wealth Management LLC
Williston, VT
Williston, VT
Williston, VT
Williston, VT
Williston, VT
Williston, VT
Huntington, NY
Williston, VT
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