Eric Darling (CRD# 5715371) is an Investment Advisor Representative working at Carlisle Tax Credit Advisors in Carlisle, MA and has over 9 years of experience in the finance industry.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ctc Investments LLC | Boston, MA | Aug 2017 - Current | 6 |
| Carlisle Tax Credits, Llc Dba Carlisle Tax Credit Advisors | Boston, MA | Mar 2006 - Current | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2014 |
- MA
-
Total Assets Under Management473MILLIONS
-
Total Number of Accounts7ACCOUNTS
-
Average Account Value$67,542,566
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
MA, PA, TX
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