Eric DunckleeCRD Number: 5401668
Current Firm: Strategic Advisers, Inc.
Eric Duncklee (CRD# 5401668) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Merrimack, NH and has over 10 years of experience in the finance industry.
Prosperity Wealth Management, Inc.
Advanced Portfolio Design, LLC
|Fidelity Investments||Merrimack, NH||Jul 2007 - Current||10|
|Cr Sparks/premier Catering||Bedford, NH||Mar 2007 - Jul 2007||< 1|
|Giorgio's Ristorante & Meze Bar||Milford, NH||Jul 2004 - Jul 2007||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2007|
|S66||NASAA Uniform Combined State Law Examination||May 2008|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- 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)
- 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, VT, WA, WI, WV