Eric Rwiliriza (CRD# 5352501) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Greenwich, CT and has over 15 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
CRD# 4632189
Sarsi, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Greenwich, CT | Nov 2020 - Current | 3 |
| Unemployed | Norwalk, CT | Jun 2020 - Nov 2020 | < 1 |
| Hsbc Bank Usa National Association | Westport, CT | Jan 2019 - Jun 2020 | 1 |
| Hsbc Securities Usa Inc. | Westport, CT | Jan 2019 - Jun 2020 | 1 |
| Unemployed | Norwalk, CT | Sep 2018 - Jan 2019 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Stamford, CT | Apr 2016 - Sep 2018 | 2 |
| Bank Of America, N.a. | Stamford, CT | Apr 2016 - Sep 2018 | 2 |
| Unemployed | Norwalk, CT | Aug 2014 - Apr 2016 | 1 |
| Alpha Africa Asset Managers | Nairobi, | Oct 2014 - Mar 2016 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Greenwich, CT | Apr 2011 - Aug 2014 | 3 |
| Bank Of America, N.a. | Greenwich, CT | Apr 2011 - Aug 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2007 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2008 |
- CT
- TX
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Total Assets Under Management652,548MILLIONS
-
Total Number of Accounts1,712,247ACCOUNTS
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Average Account Value$381,106
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, WY
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