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Susan Eldridge

42 Years of Experience
Manchester, NH
BrokerSells Insurance

Susan Eldridge is a registered investment advisor at LPL Financial LLC, based in Manchester, NH, with 42 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

686 Chestnut Street, Manchester, NH, 03104-3009

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Susan provides investment advisory services through Eldridge Investment Advisors, Inc., dedicating full-time hours to this activity. She is also the owner of an insurance agency, Stephen Eldridge & Co., Inc.

Employment History
Current Registrations
LPL Financial LLC
December 2023 - Present · 2 yrs 4 mos
Eldridge Investment Advisors INC
January 1993 - Present · 33 yrs 3 mos
LPL Financial LLCBroker
December 1992 - Present · 33 yrs 4 mos
LPL Financial LLC
December 1992 - Present · 33 yrs 4 mos
Previous Registrations
LPL Financial LLC
September 1997 - September 2020 · 23 yrs
Fechtor, Detwiler & CO., INC.Broker
May 1988 - December 1992 · 4 yrs 7 mos
Hopper Soliday & CO., INC.Broker
January 1988 - May 1988 · 4 mos
Robert C. Carr & CO., INC.Broker
January 1984 - January 1988 · 4 yrs
State Registrations25 states
CACOCTDCDEFLGAHIILKYMAMDMENCNHNYOHPARISCSDTXVAVTWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.