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RIA / WealthAdvisor34 years in industry

TRICIA ELIASON

Advisor at PRIVATE ADVISORY

Lehi, UT | REDMOND, WA

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Search this name across graphsid dfx:ria:fd1c05c6-6b30-e1d4-8479-e63fb974f335

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:35 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Aug 23, 2010 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: PRIVATE ADVISORY
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 3, 1992earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Jan 3, 1992
First registration: Aug 23, 2010
Dual registered: no
Other names: TRICIA BOSS|TRICIA BOSS
IAPD individual key: 2193645

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
PRIVATE ADVISORY	Independent wealth	Feb 17, 2026	n/a	yes	REDMOND, WA\|Lehi, UT	Current employment
EDELMAN FINANCIAL ENGINES	Independent wealth	Nov 1, 2018	Feb 20, 2026	no	SALT LAKE CITY, UT\|SALT LAKE CITY, UT	Previous registration
EDELMAN FINANCIAL SERVICES, LLC	Former SEC adviser	Jan 14, 2015	Nov 1, 2018	no	SALT LAKE, UT\|FAIRFAX, VA	Previous registration
E*TRADE CAPITAL MANAGEMENT, LLC	Former SEC adviser	Mar 9, 2012	Jan 14, 2015	no	ARLINGTON, VA	Previous registration
MORGAN STANLEY	Wirehouse	Aug 23, 2010	Mar 8, 2012	no	SOUTH JORDAN, UT	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
EDELMAN FINANCIAL ENGINES	PRIVATE ADVISORY	Feb 20, 2026	Feb 17, 2026	-3	Firm change	RIA to RIA
EDELMAN FINANCIAL SERVICES, LLC	EDELMAN FINANCIAL ENGINES	Nov 1, 2018	Nov 1, 2018	0	Bulk transfer	Ibd to RIA
E*TRADE CAPITAL MANAGEMENT, LLC	EDELMAN FINANCIAL SERVICES, LLC	Jan 14, 2015	Jan 14, 2015	0	Firm change	Other
MORGAN STANLEY	E*TRADE CAPITAL MANAGEMENT, LLC	Mar 8, 2012	Mar 9, 2012	1	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
104510:170043:UT:2026-02-20	Feb 20, 2026	Feb 17, 2026	SALT LAKE CITY, UT	Firm change

Relationships

Registered with (5)

→ PRIVATE ADVISORYRegistered adviserregistration: current employment
Feb 17, 2026 to presentfactForm ADV
→ EDELMAN FINANCIAL ENGINESRegistered adviserregistration: previous registration
Nov 1, 2018 to Feb 20, 2026factForm ADV
→ EDELMAN FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Jan 14, 2015 to Nov 1, 2018factForm ADV
→ E*TRADE CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Mar 9, 2012 to Jan 14, 2015factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Aug 23, 2010 to Mar 8, 2012factForm ADV

Dated events

Occurred
Feb 20, 2026
Advisor changed firm
Tricia Eliason left Edelman Financial Engines for Private Advisory (registered 2026-02-17)
Form ADVobserved 4 days ago