Michelle Eldridge has been Chief Compliance Officer of Encompass Wealth Advisors since August 2023, is a control person of the firm and directly owns under 5% of it.
Encompass Wealth Advisors, LLC is a Portland, OR firm with $473M under management, 1,343 clients and 3 advisers in one office, as of its August 2026 filing.
No adviser firm registrations are on Michelle Eldridge’s record.
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 99 | Operations Professional Examination | 28 September 2018 |
- Name
- Securities Industry Essentials Examination
- Name
- Operations Professional Examination
- Full name
- Michelle Lea Eldridge
- CRD
- 4143449
- Firm
- Encompass Wealth Advisors · CRD 170807
- Role
- Chief Compliance Officer
- Registration
- No current adviser or broker registration
- Disciplinary history
- Not yet shown here · SEC record
Where does Michelle Eldridge work?
Michelle Eldridge has been Chief Compliance Officer of Encompass Wealth Advisors, LLC since August 2023, and is a control person of the firm.
Does Michelle Eldridge have a current investment-adviser registration?
Michelle Eldridge has no current investment-adviser or broker registration.
What exams has Michelle Eldridge passed?
Michelle Eldridge passed the Series 99 in September 2018. FINRA credited Michelle Eldridge with the SIE, which began in October 2018.
Is Michelle Eldridge registered with FINRA?
No. Michelle Eldridge has no current broker registration.
How can I verify Michelle Eldridge’s record?
Search CRD 4143449 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michelle Eldridge’s full registration record.