T.L. EDDY FINANCIAL SERVICES, INC.

T.L. EDDY FINANCIAL SERVICES, INC. is an SEC-registered investment adviser (CRD 141563). Regulatory assets under management: $5.5M.

Registration

• CRD: 141563
• Type: Registered investment adviser
• Phone: 727-791-7946
• Latest filing: 2025-08-02
• Regulatory AUM: $5.5M
• Non-discretionary AUM: $5.5M
• Clients: 1
• Accounts: 17

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
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• This page as markdown (for LLM agents)
• CRD 141563 on SEC IAPD (source of record)
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