Unclaimed Profile

Todd William Mcelroy

PHILIP JAMES WEALTH MANAGEMENT, LLC·MILTON, Georgia

SIE, Series 6, Series 63, Series 65Clean record12 years registeredPHILIP JAMES WEALTH MANAGEMENT, LLC

13680 HIGHWAY 9, MILTON, GA 30004CRD# 2349451Firm CRD# 297517

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Todd William Mcelroy · MILTON, GA

Registration

CRD #2349451 · PHILIP JAMES WEALTH MANAGEMENT, LLC · 12 years registered

Brand Profile

Not yet started

Career History

PGI WEALTH MANAGEMENT

Aug 2018 – present

PHILIP JAMES WEALTH MANAGEMENT, LLC

Aug 2018 – Aug 2018

Afton, MN

PRINCIPAL SECURITIES, INC.

Jan 2014 – Sep 2018

MINNEAPOLIS, MN

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 63

Series 65

Registration record

First registered · January 17, 2014

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PHILIP JAMES WEALTH MANAGEMENT, LLC

CRD 297517 · SEC 801-119808

AUM

$934M

Regulatory assets under management

Employees

1,636 client accounts

Services offered by PHILIP JAMES WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PHILIP JAMES WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Todd William Mcelroy offer?

Todd William Mcelroy specializes in Financial Planning, Investment Management. Contact their office in MILTON, Georgia for a consultation.

What are Todd William Mcelroy's credentials?

Todd William Mcelroy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Todd William Mcelroy located?

Todd William Mcelroy is based in MILTON, Georgia, working with PHILIP JAMES WEALTH MANAGEMENT, LLC. Their office serves clients in the MILTON metropolitan area and surrounding communities.

How does Todd William Mcelroy charge for services?

Todd William Mcelroy'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 PHILIP JAMES WEALTH MANAGEMENT, LLC?

PHILIP JAMES WEALTH MANAGEMENT, LLC has approximately 8 employees and manages $934M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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