Eric Strand, financial advisor Marion MA

Eric Strand

CRD Number: 2963186
Current Firm: Baldwin Brothers LLC

Eric Strand (CRD# 2963186) is an Investment Advisor Representative working at Baldwin Brothers LLC in Marion, MA and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Baldwin Brothers LLC Marion, MA Oct 2022 - Current 1
American Research & Management Company Marion, MA Jul 1997 - Current 26
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1998
S65 NASAA Investment Advisors Law Examination Nov 2011
Contact Info for Eric H. Strand
Phone Number: (508) 748-0800
Registered State(s):
  • MA
  • TX
By the Numbers
  • Total Assets Under Management
    1,903
    MILLIONS
  • Total Number of Accounts
    1,848
    ACCOUNTS
  • Average Account Value
    $1,029,911
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, KY, MA, MD, ME, MN, NC, NH, NM, NY, OH, PA, RI, TX, VA, VT, WA

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