Emerald Haven Investments
38yrs
Top advisor by experience in Albemarle
12yrs
Stephen Eudy
Full name on record: Stephen Michael Eudy
Financial advisor at Credit Union Investment Services
Stephen Eudy is a fiduciary financial advisor in Albemarle, North Carolina, with 12 years in the industry. Stephen joined Credit Union Investment Services in 2017, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets.
One of 25 advisors with offices in Albemarle, and one of 25 fiduciaries.
At a glance
Experience12 years (since 2014)
How that compares ?More experience than 69% of advisors at Credit Union Investment Services
Office301 NC 740 Bypass, Albemarle, NC 28001
How the firm is paid ?Percent of assets
Typical client at the firm ?$326,047
Advisors at the firm253
States licensed ?1 state
Services through Credit Union Investment Services
Financial planningInvestment management for individuals and small businessesChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2017 – nowCredit Union Investment ServicesCurrent firm
Contact Stephen
(800) 451-5467Firm headquarters in Raleigh, NC. Ask for Stephen. 301 NC 740 BypassAlbemarle, NC 28001Office · Get directions
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Questions to ask Stephen
Tailored to Stephen’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Stephen
How do I contact Stephen?
Call Credit Union Investment Services at (800) 451-5467 and ask for Stephen Eudy. Stephen works from the Albemarle, NC office.
How long has Stephen been a financial advisor?
Stephen has been in the industry since 2014, about 12 years. More experience than 69% of advisors at Credit Union Investment Services.
What licenses does Stephen hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Stephen a fiduciary?
Stephen is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Stephen paid?
Credit Union Investment Services reports being paid by a percentage of the assets they manage. Ask Stephen for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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