Eric FriedmanCRD Number: 6060060
Current Firm: The Capital Group Investment Advisory Services, LLC
Eric Friedman (CRD# 6060060) is an Investment Advisor Representative working at The Capital Group Investment Advisory Services, LLC in Bethesda, MD and has over 5 years of experience in the finance industry.
David Wealth Management, LLC
Capital One Investing, Inc.
Equitable Advisors, LLC
|The Capital Group Investment Advisory Services||Bethesda, MD||Jan 2022 - Current||< 1|
|Purshe Kaplan Sterling Investments||Albany, NY||May 2016 - Current||6|
|The Capital Group Investment Advisory Services LLC||Bethesda, MD||Apr 2016 - Current||6|
|Marc Schaefer||Bethesda, MD||Apr 2013 - Mar 2016||2|
|Nylife Securities LLC||Bethesda, MD||Apr 2013 - Mar 2016||2|
|Blue Point Financial LLC||Bethesda, MD||Jun 2013 - Mar 2014||< 1|
|Unemployed||Brookeville, MD||Apr 2013 - Jun 2013||< 1|
|Univ Of Pittsburgh||Pittsburgh, PA||Aug 2009 - Apr 2013||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2016|
Total Assets Under Management757MILLIONS
Total Number of Accounts610ACCOUNTS
Average Account Value$1,241,110
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
DC, FL, MD, NY, TX, VA
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