Eric ContiCRD Number: 6414815
Current Firm: Cetera Advisors LLC
Eric Conti (CRD# 6414815) is an Investment Advisor Representative working at Cetera Advisors LLC in Holden, MA and has 1 year of experience in the finance industry.
Advanced Portfolio Design, LLC
Lpl Financial LLC
Bolton Global Asset Management
|Cetera Advisors LLC||Denver, CO||Aug 2020 - Current||1|
|Ia Financial Advisors||Holden, MA||May 2016 - Current||6|
|Cetera Advisors LLC||Denver, CO||May 2019 - Aug 2020||1|
|Nylife Securities LLC||Waltham, MA||Aug 2016 - Dec 2018||2|
|New York Life Insurance Company||Waltham, MA||May 2016 - Dec 2018||2|
|Unemployed||Westborough, MA||Sep 2015 - May 2016||< 1|
|Ameriprise||Hopkinton, MA||Sep 2014 - Sep 2015||1|
|Snc-lavlin||Marlborough, MA||Aug 2013 - Aug 2014||1|
|Ferris Development||Marlborough, MA||Oct 2012 - Aug 2013||< 1|
|Interfaith Social Services||Quincy, MA||Feb 2011 - Oct 2012||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2021|
Total Assets Under Management24,026MILLIONS
Total Number of Accounts84,769ACCOUNTS
Average Account Value$283,424
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
- 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, VI, VT, WA, WI, WV, WY
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