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Eric John Putney

Investment adviser representative at Eldridge Investment Advisors Inc
24 yearsExperience
1 stateRegistered in
$814.3MFirm assets
34 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

24 years in the industry.

  1. Eldridge Investment Advisors IncMay 2002 to now
  2. LPL Financial, LLC (formerly: Linsco/private Ledger Corp.)May 2002 to now
  3. Stephen Eldridge & CompanyMay 2002 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law2001
  • Series 65 · Uniform Investment Adviser Law2001

State registrations

Registered as an investment adviser representative in 1 state (NH).

Eldridge Investment Advisors Inc

$814.3MAssets managed
687Clients
8Advisers
34 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4410867
Firm CRD
106380
Advisor's SEC record (opens in a new tab)
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