Eric Ganeles, financial advisor Marlborough MA

Eric Ganeles

CRD Number: 1256600
Current Firm: Ferris Capital, LLC

Eric Ganeles (CRD# 1256600) is an Investment Advisor Representative working at Ferris Capital, LLC in Marlborough, MA and has over 36 years of experience in the finance industry.

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Company Name Location Dates Years
Ferris Capital, LLC Marlborough, MA Aug 2017 - Current 3
Fidelity Brokerage Services LLC Framingham, MA Nov 2004 - May 2017 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1984
S65 NASAA Investment Advisors Law Examination Apr 1999
S66 NASAA Uniform Combined State Law Examination Feb 2005
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Eric Ganeles
Phone Number: (508) 281-5200
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    592
    MILLIONS
  • Total Number of Accounts
    610
    ACCOUNTS
  • Average Account Value
    $971,202
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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

CA, MA, NH, NY, TX

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