Eric Stein (CRD# 2835495) is an Investment Advisor Representative working at East Bay Investment Solutions in Charlotte, NC and has over 25 years of experience in the finance industry.
CRD# 2867492
Defender Capital
CRD# 5753288
Morgan Stanley
CRD# 6172815
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| East Bay Financial Services, LLC | Charlotte, NC | Oct 2018 - Current | 5 |
| Strava Financial, LLC | Westlake Village, CA | Dec 2019 - Jul 2020 | < 1 |
| Unemployed | Charlotte, NC | Mar 2018 - Oct 2018 | < 1 |
| Nuveen | Charlotte, NC | Feb 2017 - Mar 2018 | 1 |
| Rsm | Charlotte, NC | Aug 2005 - Dec 2016 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1998 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2006 |
- NC
- SC
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Selection of other advisers (including private fund managers)
- Other
NC, SC
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