Dustin Allan Eldridge
Investment Adviser Representative at MAI Capital Management, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Dustin Allan Eldridge is an investment adviser representative with MAI Capital Management, LLC in Dallas, TX, where they have been registered since 2025. They have worked in the securities industry since 2013 and have been registered with 6 firms, including Waterloo Capital and TEAM Private Wealth Management. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Texas.
Registrations & licenses
- Investment adviser:
- Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Raymond James Financial Services Advisors Inc.Feb 2014 – Sep 2019Dallas, TX
- Raymond James Financial Services, Inc.Dec 2012 – Sep 2019Dallas, TX
- Carter Advisory ServicesSep 2016 – Sep 2019Dallas, TX
- Tolleson Private Wealth ManagementSep 2019 – Apr 2022Dallas, TX
- TEAM Private Wealth Management LLCApr 2022 – Aug 2023Dallas, TX
- Waterloo CapitalJun 2023 – Jan 2025Austin, TX
- MAI Capital Management, LLCJan 2025 – no end date reportedCleveland, OH
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About MAI Capital Management, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Performance-based fees
- Other
- Firm account minimum
- $500,000 (waivable)
- Estimated blended rate
- 0.01
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 298
- Offices listed on AdvisorFinder:
- 27
- Main office:
- Cleveland, OH
- SEC file number:
- 801-58104
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of October 1, 2026
View full firm profileOther advisors at MAI Capital Management, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Dustin Allan Eldridge has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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