Eric Proszek, financial advisor Cleveland OH
90 score

Eric Proszek

CRD Number: 6077520
Current Firm: Pnc Capital Advisors LLC

Eric Proszek (CRD# 6077520) is an Investment Advisor Representative working at Pnc Capital Advisors LLC in Cleveland, OH and has over 4 years of experience in the finance industry.

Similar Advisors
Robert Gavlak, financial advisor Cleveland OH
Robert J. Gavlak
CRD# 5686543
Strategic Wealth Partners, Ltd.
Score
106
Similar Advisors
Jack Malarik, financial advisor Cleveland OH
Jack Malarik
CRD# 1222015
Summit Wealth Partners, LLC
Score
102
Similar Advisors
Michael Brady, financial advisor Cleveland OH
Michael C. Brady
CRD# 1320686
Michael Brady & Company, LLC
Score
87
Company Name Location Dates Years
Pnc Funds Distributor, LLC Cleveland, OH Sep 2015 - Current 1
Pnc Capital Advisors, LLC Cleveland, OH Aug 2015 - Current 1
Pnc Investments Cleveland, OH Apr 2013 - Aug 2015 2
Ancora Securities Inc. Cleveland, OH May 2012 - Apr 2013 < 1
Northcoast Research Partners Cleveland, OH May 2012 - Apr 2013 < 1
Northcoast Research Partners Cleveland, OH Apr 2011 - May 2012 1
Baldwin-wallace College Berea, OH Aug 2008 - May 2012 3
American Portfolio Medina, OH May 2010 - Jan 2011 < 1
North Ridgeville High School North Ridgeville, OH Aug 2004 - May 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2012
S65 NASAA Investment Advisors Law Examination Jun 2013
Contact Info for Eric F. Proszek
Phone Number: 410-237-5683
Registered State(s):
  • IN
  • OH
By the Numbers
  • Total Assets Under Management
    41,592
    MILLIONS
  • Total Number of Accounts
    10,692
    ACCOUNTS
  • Average Account Value
    $3,890,056
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
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, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Eric Proszek and other advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.