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Roderick Bruce Chisholm

EAGLEBROOK ADVISORS, INC.·MIAMI, Florida
SIE, Series 7, Series 63Clean recordEAGLEBROOK ADVISORS, INC.
1111 BRICKELL AVE FL 10, MIAMI, FL 33131CRD# 5443046Firm CRD# 304438

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Roderick Bruce Chisholm · MIAMI, FL
Registration
CRD #5443046 · EAGLEBROOK ADVISORS, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
EAGLEBROOK ADVISORS, INC.
CRD 304438 · SEC 801-122813
AUM
$211M
Regulatory assets under management
Employees
23
930 client accounts
Services offered by EAGLEBROOK ADVISORS, INC.
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
View all advisors at EAGLEBROOK ADVISORS, INC. →
Introduction

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04

Frequently Asked Questions

What services does Roderick Bruce Chisholm offer?
Roderick Bruce Chisholm specializes in Investment Management, Wealth Management. Contact their office in MIAMI, Florida for a consultation.
What are Roderick Bruce Chisholm's credentials?
Roderick Bruce Chisholm is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Roderick Bruce Chisholm located?
Roderick Bruce Chisholm is based in MIAMI, Florida, working with EAGLEBROOK ADVISORS, INC.. Their office serves clients in the MIAMI metropolitan area and surrounding communities.
How does Roderick Bruce Chisholm charge for services?
Roderick Bruce Chisholm's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EAGLEBROOK ADVISORS, INC.?
EAGLEBROOK ADVISORS, INC. has approximately 23 employees and manages $211M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at EAGLEBROOK ADVISORS, INC.

Ryan Joseph Nash
BETHESDA, MD
Christopher John King
BETHESDA, MD
Tanya Ann Kerrigan
BETHESDA, MD

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