Eric Cedor, financial advisor Ostrander OH

Eric Cedor

CRD Number: 6303465
Current Firm: Creative Planning

Eric Cedor (CRD# 6303465) is an Investment Advisor Representative working at Creative Planning in Ostrander, OH and has over 8 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Creative Planning, LLC Overland Park, KS Feb 2024 - Current < 1
Guardian Life Insurance Company New York, NY Oct 2021 - Feb 2024 2
Park Avenue Securities New York, NY Oct 2021 - Feb 2024 2
Guardian Life Insurance Co Of America Bethlehem, PA Jul 2021 - Oct 2021 < 1
Park Avenue Securities, LLC Bethlehem, PA Jul 2021 - Oct 2021 < 1
Valley National Investments, Inc. Bethlehem, PA Jan 2019 - Jun 2021 2
Valley National Advisers Inc. Bethlehem, PA Jan 2019 - Jun 2021 2
Park Avenue Securities, LLC Bethlehem, PA Jan 2018 - Dec 2018 < 1
Guardian Life Insurance Co Of America Bethlehem, PA Apr 2017 - Dec 2018 1
Unemployed Bethlehem, PA Feb 2017 - Mar 2017 < 1
Bancwest Investment Services Pinole, CA Jun 2016 - Jan 2017 < 1
Bank Of The West Pinole, CA Jun 2016 - Jan 2017 < 1
Lincoln Financial Advisors Fort Wayne, IN Jan 2015 - Jun 2016 1
Student Bethlehem, PA Aug 2003 - Dec 2014 11
North Star Financial Philadelphia, PA Feb 2014 - May 2014 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2015
Contact Info for Eric J. Cedor
Phone Number: (866) 909-5148
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    175,272
    MILLIONS
  • Total Number of Accounts
    234,298
    ACCOUNTS
  • Average Account Value
    $748,072
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • 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
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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