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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eldridge? Claim Your ProfileEldridge Fuller Gray is a financial advisor with over 30 years of experience in the industry. Eldridge has worked for several well-known firms including Goldman, Sachs & Co. and Cyrus J. Lawrence Incorporated. Currently, Eldridge is an Investment Advisor Representative with Seven Post Investment Office LP, a firm that specializes in investment consulting, financial planning, and portfolio management. Eldridge has a strong background in various investment areas, including securities, commodities, and investments for individuals, businesses, and pooled investment vehicles. Eldridge is a registered Investment Advisor Representative in California and holds a number of professional designations and certifications, including the Series 3, 7, 24, 63, and 66 licenses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CA
01/01/2025 - Present
Seven Post Investment Office LP (SAN FRANCISCO CA)
NY
04/20/1994 - 09/23/2011
GOLDMAN, SACHS & CO. (NEW YORK NY)
MA
04/01/1993 - 04/25/1994
STONE SECURITIES CORPORATION (BOSTON MA)
NA
05/07/1986 - 04/16/1993
NAGELVOORT & COMPANY INC
NA
04/23/1985 - 05/16/1985
CYRUS J. LAWRENCE INCORPORATED
BOTH
Issued 04/12/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/06/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/15/1986
Series 24 - General Securities Principal Examination
BC
Issued 03/03/2006
Series 3 - National Commodity Futures Examination
BC
Issued 04/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
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