Eric Conti, financial advisor Holden MA

Eric Conti

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Eric Conti
Phone Number: 800-929-3485
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    24,026
    MILLIONS
  • Total Number of Accounts
    84,769
    ACCOUNTS
  • Average Account Value
    $283,424
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
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, VI, VT, WA, WI, WV, WY

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