Investment adviser representative · Eddy Financial, LLC
Robert D. Eddy Jr.
CRD 603372 · Santa Monica, CA
At a glance
Robert D. Eddy Jr. is an investment adviser representative with Eddy Financial, LLC in Santa Monica, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Robert’s SEC record dates to 1999, about 27 years ago. Designations on file: Chartered Financial Consultant.
Current advisory firm
- Eddy Financial, LLCSince November 2017Santa Monica, CA · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 1999 (27 years)
- Designations
- Chartered Financial Consultant
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Robert’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.