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Edgerly Perreault Roberts

EAGLE BLUFFS WEALTH MANAGEMENT LLC·COLUMBIA, Missouri
Series 6, Series 63, Series 65Clean record12 years registeredEAGLE BLUFFS WEALTH MANAGEMENT LLC
2201 OLD 63 SOUTH, COLUMBIA, MO 65201CRD# 6229030Firm CRD# 306311

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Edgerly Perreault Roberts · COLUMBIA, MO
Registration
CRD #6229030 · EAGLE BLUFFS WEALTH MANAGEMENT LLC · 12 years registered
Brand Profile
Not yet started
01

Career History

EAGLE BLUFFS WEALTH MANAGEMENT LLC
Mar 2021 – present
WELLS FARGO ADVISORS, LLC
Oct 2013 – Jul 2014
VESTAVIA, AL
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 63
Series 65
Registration record
First registered · October 2, 2013
Years registered · 12
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
EAGLE BLUFFS WEALTH MANAGEMENT LLC
CRD 306311 · SEC 801-120565
AUM
$203M
Regulatory assets under management
Employees
5
436 client accounts
Services offered by EAGLE BLUFFS WEALTH MANAGEMENT LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at EAGLE BLUFFS WEALTH MANAGEMENT LLC →
Introduction

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05

Frequently Asked Questions

What services does Edgerly Perreault Roberts offer?
Edgerly Perreault Roberts specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in COLUMBIA, Missouri for a consultation.
What are Edgerly Perreault Roberts's credentials?
Edgerly Perreault Roberts is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Edgerly Perreault Roberts located?
Edgerly Perreault Roberts is based in COLUMBIA, Missouri, working with EAGLE BLUFFS WEALTH MANAGEMENT LLC. Their office serves clients in the COLUMBIA metropolitan area and surrounding communities.
How does Edgerly Perreault Roberts charge for services?
Edgerly Perreault Roberts's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EAGLE BLUFFS WEALTH MANAGEMENT LLC?
EAGLE BLUFFS WEALTH MANAGEMENT LLC has approximately 5 employees and manages $203M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at EAGLE BLUFFS WEALTH MANAGEMENT LLC

Nicholas James Thurwanger
COLUMBIA, MO

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Research
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