Strategic Advisers
24yrs
Top 9% by experience at Strategic Advisers
12yrs
Based in Killingly, Connecticut, William Eldridge is a fiduciary financial advisor with 12 years of industry experience. William joined Osaic Wealth in 2026, after six years at First Command Advisory Services and a year at First Command Brokerage Services. Osaic Wealth offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 4 advisors with offices in Killingly, and one of 4 fiduciaries.
At a glance
Experience12 years (since 2014)
How that compares ?12 years in the industry
OfficeKillingly, CT
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
States licensed ?1 state
Services through Osaic Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing 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
- May 2026 – nowOsaic Wealth, Inc.Current firm
- 2020 – 2026First Command Advisory ServicesPreviously
- 2015 – 2019First Command Advisory ServicesPreviously
- Aug 2014 – Dec 2015First Command Brokerage Services, Inc.Previously
Questions to ask William
Tailored to William’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About William
How do I contact William?
Call Osaic Wealth at (800) 821-5100 and ask for William Eldridge. William works from the Killingly, CT office.
How long has William been a financial advisor?
William has been in the industry since 2014, about 12 years. 12 years in the industry.
What licenses does William hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is William a fiduciary?
William is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is William paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask William 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.
Other advisors nearby
Strategic Advisers
5yrs
5 years in the industry
Strategic Advisers
3yrs
3 years in the industry