Eric Breitenbach, financial advisor Jupiter FL

Eric Breitenbach

CRD Number: 5383894
Current Firm: One + One Wealth Management, LLC

Eric Breitenbach (CRD# 5383894) is an Investment Advisor Representative working at One + One Wealth Management, LLC in Jupiter, FL and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
One + One Wealth Management, LLC Jupiter, FL Mar 2023 - Current 1
Equitable Advisors LLC New York, NY Dec 2021 - Mar 2023 1
Coldwell Banker Winnetka, IL Mar 2021 - Feb 2022 < 1
College Of Dupage Glen Ellyn, IL Dec 2013 - Feb 2022 8
Symmetry Financial Group Winnetka, IL May 2021 - Nov 2021 < 1
Highland Park Police Highland Park, IL Mar 2011 - Jul 2021 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2009
S66 NASAA Uniform Combined State Law Examination Sep 2021
Contact Info for Eric J. Breitenbach
Phone Number: 561-972-4913
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    246
    MILLIONS
  • Total Number of Accounts
    667
    ACCOUNTS
  • Average Account Value
    $368,816
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CT, FL, GA, NE, NJ, NY, TX, VA

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