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Andrew Eddy

Eddy Financial, LLC

100 Wilshire Blvd
Suite 700

Santa Monica, CA 90401

310-451-3339

Comprehensive Wealth Management

About Eddy Financial, LLC

Eddy Financial is a wealth management advisory firm based in Santa Monica, CA. As a boutique firm, we provide tailored comprehensive investment services to individuals and businesses across the country. One of our top tier providers is available to less than 2% of investment professionals. They are a pioneer of quantitatively oriented investment philosophy rooted in rigorous academic research that pursue returns through advanced portfolio design, management, and trading. We have worked with this partner for over a decade. We believe this partnership is indicative of the top flight providers we seek out and collaborate with to provide best in class solutions for our clients.

See Disclosures

General Information

Firm Start Year

CRD#

3000011

Firm CRD#

290208

Insurance License#

CA: 0K02163

Services

Investment Types

Annuities, Stocks, Bonds, Mutual Funds, Insurance, Alternative Investments, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)

Can meet clients in the following ways

Our Office, Phone, Email, Video Conference

Compliance

Registered Investment Advisor

Yes

Investment Advisor Representative

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP®, AIF®, ChFC®, CLU®

Insurance and Annuity Licenses

Disability, Long Term Care, Life

Disclosures

FinancialAdvisor.net provides referrals to financial professionals. FinancialAdvisor.net is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for FinancialAdvisor.net to make these referrals, resulting in a conflict of interest.

https://bit.ly/Eddy_Financial_ADV_2A_Brochure

Additional Detailed Disclosures

https://www.financialadvisor.net/disclosure/1888675/financialadvisor-eddy-financial,-llc-detailed-disclosure

Disclaimer

https://www.eddyfinancial.com/disclaimer/wiseradvisor

Advisory services offered through Eddy Financial, LLC, Registered Investment Adviser. 100 Wilshire Blvd, Suite 700, Santa Monica, CA 90401. Advisory services are only offered to clients or prospective clients where Eddy Financial, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Eddy Financial, LLC unless a client service agreement is in place. Eddy Financial, LLC is not a licensed insurance entity. Insurance services are offered through Andrew Eddy, an individually licensed life insurance agent in the state of California. Andrew Eddy's California Insurance License is 0K02163.