Robert Eddy has held the title Member at SilverLake Wealth Management since November 2012, is not listed as a control person, but directly owns between 10% and 25% of the firm.
Silverlake Wealth Management LLC is a Williston, VT firm with $849M under management, 1,072 clients and 11 advisers across 5 offices, as of its July 2026 filing.
Robert Eddy’s longest registration is the current one, 13 years at SilverLake Wealth Management since 2012. Before joining SilverLake Wealth Management in 2017, Robert Eddy was registered through Wells Fargo Advisors Financial Network, LLC.
- – present · 13 yearsWilliston, VT · Adviser representative · Firm CRD 165525
- Wells Fargo Advisors Financial Network, LLC– · 10 yearsWilliston, VT · Adviser representative · Firm CRD 11025
Investment adviser representative registrations
Robert Eddy is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from January 2017; the most recent is Texas, in November 2021.
- TexasResidentSince 3 November 2021
- VermontSince 6 January 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 9 May 1996 |
| Series 63 | Uniform Securities Agent State Law Examination | 30 October 1992 |
| PC | AMEX Put and Call Exam | 6 February 1979 |
| Series 1 | Registered Representative Examination | 6 September 1973 |
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- AMEX Put and Call Exam
- Name
- Registered Representative Examination
- Full name
- Robert William Eddy
- CRD
- 75378
- Firm
- SilverLake Wealth Management · CRD 165525
- Role
- Member
- Office
- 33 BLAIR PARK ROAD, SUITE 100, Williston, VT 05495
- Registration
- Investment adviser and broker registrations
- In the industry since
- September 1973
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Robert Eddy work?
Robert Eddy has held the title Member at Silverlake Wealth Management LLC since November 2012.
Is Robert Eddy a financial advisor?
Yes. Robert Eddy has a current investment-adviser registration in Texas and Vermont, through SilverLake Wealth Management since January 2017.
How many years of experience does Robert Eddy have?
Robert Eddy has 53 years in the financial industry, since September 1973, across 2 adviser firms.
What exams has Robert Eddy passed?
Robert Eddy has passed 5 licensing exams: the Series 1, PC, Series 63, Series 65 and Series 7TO. The earliest, the Series 1, was passed in September 1973. FINRA credited Robert Eddy with the SIE, which began in October 2018.
Where did Robert Eddy work before SilverLake Wealth Management?
Before SilverLake Wealth Management, Robert Eddy was registered through Wells Fargo Advisors Financial Network, LLC, November 2002 to December 2012.
Where is Robert Eddy based?
Robert Eddy’s registered office is in Williston, VT.
Is Robert Eddy registered with FINRA?
Yes. Robert Eddy has a current broker registration, under CRD 75378.
Source: FINRA BrokerCheck
How can I verify Robert Eddy’s record?
Search CRD 75378 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Robert Eddy’s full registration record.
