RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Christopher White Eddy
- Professional profile
- linkedin.com/in/chris-eddy-cfp%C2%AE-1807a973reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- 603 Financial Advisors, LLC independent RIA currentsince Mar 16, 2023 · Newfields, Nh
- The Patriot Financial Group, LLC independent RIAMay 21, 2021 to Aug 7, 2023 · Newfields, Nh
- Osaic Institutions, Inc. BD affiliatedAug 15, 2012 to May 24, 2021 · Concord, Nh
- Cetera Investment Services LLC formerJun 30, 2003 to Apr 15, 2008 · Andover, Ma
- The Patriot Financial Group, LLC to 603 Financial Advisors, LLCleft Aug 7, 2023, registered Mar 16, 2023 (-144 days) · RIA to RIA
- Osaic Institutions, Inc. to The Patriot Financial Group, LLCleft May 24, 2021, registered May 21, 2021 (-3 days) · Affiliated broker-dealer or bank to independent RIA
- Cetera Investment Services LLC to Osaic Institutions, Inc.left Apr 15, 2008, registered Aug 15, 2012 (1583 days) · Other
- Christopher White Eddy left The Patriot Financial Group, Llc for 603 Financial Advisors, Llc (registered 2023-03-16)Aug 7, 2023 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address