Eliot Dylan Marr

Bison Wealth, LLC

17 Years of Experience

BrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningBusiness OwnersHigh Net Worth

Bison Wealth, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

45 advisors

Number of Clients

3,152 clients

Average Client Portfolio

$873K average

Assets Under Management

$2.8B

Fee Structure

Location

1112 Channelside Dr, Tampa, FL, 33602

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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.

Other Business ActivitiesSells Insurance

Eliot is a mortgage loan originator, an author, an insurance agent, a managing director/investment adviser representative for Bison Wealth, LLC, and a registered representative for Metric Financial LLC. He dedicates minimal time to mortgage origination and insurance sales, about a quarter of his time to Bison Wealth, and minimal time to Metric Financial LLC.